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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


Duration Duration: 1 day

Attendees No of attendees: 12-16

Format Format: Online / Face to Face

CPD 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 for more information.