Personal Taxation - Refresher Workshop
This one-day workshop will sharpen up your knowledge of personal tax, utilising a range of visual aids, interactive exercises and support materials to help you deal with advice opportunities.
Who should attend?
Those looking to:
- Refresh the knowledge and application skills as a Financial Adviser/Paraplanner at Chartered (level 6)
- Fulfil a client-focussed structured CPD session of seven hours
Summary
Duration: 1 day
No of attendees: 12-16
Format: Online / Face to Face
CPD: Recognised
Workshop objectives
By the end of the course the delegates will covered:
- Income tax
- Steps to calculate income tax
- Use of allowances
- SRB, PSA and DA and others
- Adjusted net income victims and planning ideas
- Calculating liabilities and identifying planning points to reduce tax
- Investment bond taxation
- CGT
- Calculation exercise to review process
- Exemptions and reliefs
- Disposing of businesses
- Inheritance Tax
- Two doors – establishing all the figures to calculate the IHT liability
- Nil rate bands
- Exemptions and reliefs
- Lifetime gifting and life cover
- Planned changes to the tax rates and allowances
To discuss this course or your learning needs
Your CII Relationship Manager would be delighted to explore your learning needs and can draw on the expertise within the CII Learning Solutions team to support you further.
Please speak with your Relationship manager in the first instance or contact business.enquiries@cii.co.uk for more information.