Reclaiming Your VAT

Reclaim the VAT on your Euromoney Training Courses in the UK

Why am I being charged VAT?
The EU VAT Directive stipulates that all training and educational courses that are provided in the UK must include a VAT charge on payment.  

Can I reclaim my VAT back?
Overseas delegates who attend our courses in the UK are eligible to claim their VAT back once it has been paid.    

How can I claim the VAT back paid on a course?
There are two ways in which you can claim back VAT back from the UK.

Option 1 - Directly through HM Revenue and Customs

The most cost-efficient way is to claim back VAT directly from the UK Tax Authority (HMRC) by completing the following form. 
For European clients, please refer to form VAT 65
All other clients, please refer to form VAT 65A.

Option 2 - Through our Recommended VAT Reclaim Service – VAT IT
The specific rules for VAT reclaim will vary according to the laws of your country of residence. This can be complicated and time-consuming. 

Euromoney have an exclusive partnership with VAT IT, specialists in international VAT reclaim.  VAT IT will review, process and submit your VAT refund on your behalf. 

VAT IT will charge a percentage of the VAT refund if/when it is successful. 

If you want to find out more about this service, please email your details to: euromoney@vatit.com  

You may also be able to claim back your VAT against courses taking place outside of the UK, and we would recommend contacting VAT IT, our specialist partner, to discuss how to do this.

RECLAIMING YOUR VAT WITH VAT IT

Course details

Download course brochure

Managing Family Offices

Manage your office effectively in the ever changing wealth management arena
  • The Managing Family Office course provides participants with all the information they need to be able to deliver Family Office services and fully satisfy their ultrahigh net worth clients and families, including

    • Latest developments in the Family Office market
    • All types of services than can be delivered
    • Best practices for wealth structuring
    • What are the tools available
    • Regulatory constraints

    Updates in regulations bring fundamental changes in the private banking and the private wealth management arena. Families may now need to re-structure their wealth as clients bring their practices in-line with these updates.
    Family Office providers must offer state of the art and comprehensive services to maintain their advantage.

    This course has been designed specifically to address these challenges and draws on examples using real life cases whilst allowing participants themselves to exchange and share their own experience.
    This course is both relevant and necessary for family representatives and Family Office consultants
  • Day 1: THE FAMILY OFFICE MARKET
    The Private Wealth Management Market
    Overview

    Latest developments


    Family Offices Past and Present
    Short history

    Situation of the industry today

    Current developments


    Types of Family Offices
    Single

    Multiple

    Bank FO services


    Case Studies:
    Stakeholder Analysis:

    Who are the stakeholders

    Clients & families expectations

    Suppliers

    Dealing with the cultural aspects


    Client/Family Profiling:
    KYC

    Other legal and regulatory requirements


    Group exercise: I am a family representative: What are my needs? Who are the stakeholders?
    Case study: Family profile

    Client / family needs analysis:Current and future needs

    Succession planning

    Family governance


    Case study: A prospective client analysis


    Day 2: FAMILY OFFICE SERVICES
    Accounting Services:
    Consolidation

    Liquidity management

    Budgeting


    Case Study
    Investing Services:

    Investment management process

    Asset allocation

    Managers selection

    Performance monitoring

    Traditional strategies



    Hedge Funds
    Main strategies

    Ways to invest

    Risks and return

    Legal, regulatory and ethical aspects


    *TBC - Guest speaker Presentation - Chirstophe Seefeld*

    Case Study:
    Alternative Investments:

    Private Equity

    Real Estate

    Commodities

    Structured products

    Case Study
    Risk Management:

    Financial

    Non financial

    Insurances

    Case Study
    Other Services:

    Philanthropy

    Family training

    Concierge services

    Dispute resolution



    Day 3: STRUCTURING THE WEALTH

    Analysing the client environment
    Domicile / residence

    Tax exposures

    Stakeholders

    Wealth planning
    The process

    Retirement

    Succession planning

    Inheritance caveats


    Trusts
    What are they

    How to structure them

    Documentation

    Selecting the trustee

    Regulatory aspects


    Case Study
    Family foundations:

    What are they

    How to structure them

    Documentation

    Regulatory aspects


    Case Study
    Corporate finance

    Incorporating the businesses into the family office

    Dealing with possible M&A activities

    Valuation concepts

    The next generation

    Protecting the next generation

    Avoiding the generation gap

    Educating the next generation

    Running a smooth transfer


    Course Summary and Close
  • Our Tailored Learning Offering

    Do you have five or more people interested in attending this course? Do you want to tailor it to meet your company’s exact requirements? If you’d like to do either of these, we can bring this course to your company’s office. You could even save up to 50% on the cost of sending delegates to a public course and dramatically increase your ROI.

    If you want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.

    We produce learning solutions that are completely unique to your business. We’ll guide you through the whole process, from the initial consultancy to evaluating the success of the full learning experience. Our learning specialists ensure you get the maximum return on your training investment.

  • We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

    We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

    • Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
    • Track record – we have delivered training solutions for 95% of worlds’ top 100 banks and have trained over 250,000 professionals.
    • Knowledge – our 150 strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
    • Reliability – if we promise it, we deliver it. We have delivered over 20,000 events both in person and online, using simultaneous translation to delegates from over 180 countries.
    • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 96% on service and 95% on product
This course can be run as an In-house or Tailored Learning programme

Instructor

  • Francois Aubert

    Biography

    Francois E. Aubert’s consulting and training expertise comes from over 25 years dealing with both individual clients, families and companies in Europe, Middle East (including the Persian Gulf), Africa, Americas and Asia combined with a solid educational background. After having spent the first years of his career in International Finance (and created his own consulting firm), Francois joined Credit Suisse where he was successively responsible for short-term investments, bond trading and equity sales. He then worked for Elvia Vie, a leading life insurance company (where he was trained to life insurance products), before joining Arab Bank as the assistant to the Geneva General Manager. Having acquired the fundamentals of Private Banking and completed his Certified Financial Analyst education, he was promoted to Relationship Manager, in charge of the Near-East Private Banking clients. In 1998, Bank Leu, Geneva, hired Francois to set-up a Near-East department. The break-even point was reached after one year. He then joined BNP Paribas as Director in 2000, a bank strongly committed to the Middle East. He was able to expand the bank’s customer base in a complex global and regional political environment.2002 marked the beginning of Francois' new business life. While continuing to serve private clients and families as an independent wealth planner, he became again a management consultant to multinational companies for their Middle Eastern affairs as well as to banks, wealth management firms and other companies for projects involving notably debt restructuring, commodities and tourism (tour operating and car rental).Training assignments began over 20 years ago and became more important after 2002. Today Francois is a seasoned certified trainer active in about 40 countries (almost 1000 days delivered). He is a lecturer at Trinity College Dublin in charge of the Master in Finance core course “Credit and Fixed Income Investments” and at Geneva University. His fields of intervention cover furthermore Finance, Investments (all asset classes), Banking and Wealth Planning as well as soft skills such as Leadership, Team Building and Management, Client Relationship Management, Negotiation and Selling Skills. Francois also regularly speaks in front of various audiences and on television. He is as well a CFA Institute Approved Speaker and a member of SpeakerHub.He is as well an Assessor for the Client Advisor Certifications, a regulatory exam soon to be compulsory for all Swiss Bankers managing clients.Francois is a long time volunteer for several organisations including the CFA Institute, he served as Board member of the Swiss CFA Society and various committees such as the CFA Institute Professional Development Committee.He holds an MBA from the Heriot-Watt University in Edinburgh and is a Certified Financial Analyst and Portfolio Manager (AZEK and EFFAS), CAIA charter-holder, TEP (Registered Trust and Estate Practitioner), Certified Trainer (Swiss Federal Certificate), Certified Business Coach, NLP and Belbin Certified Practitioner. This is completed by various certificates notably in Islamic Finance (CISI), Project Management and Life Insurance management.Francois is Swiss and works in both English and French. He is ready, upon request, to travel around the world

Venue

Dubai

"This programme takes place on a non-residential basis at a central Dubai hotel. Non-residential course fees include training facilities, documentation, lunches and refreshments for the duration of the programme. Delegates are responsible for arranging their own accommodation, however, a list of convenient hotels (many at specially negotiated rates) is available upon registration.

Dubai has an incredible number of hotels. Courses held here are mainly held at the:

Nassima Royal Hotel
Plot 49 Sheikh Zayed Road, Trade Centre District Dubai, United Arab Emirates
http://nassimaroyalhotel.com

Nassima Royal Hotel is a modern, stylish, luxury hotel on Sheikh Zayed Road. Towering at 51 stories, the hotel offers stunning views over Dubai and its iconic landmarks.

You can also view other recommended hotels on this map:"