Personal Taxation – Refresher Workshop

Workshop objectives

• 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

Workshop format

This workshop is delivered face to face, over a full day at the CII Offices at Fenchurch Street, London. New dates coming soon.

The session will be highly interactive with the use of:

• Slides/Flipcharts
• Case studies
• Mini quizzes/exercises to refresh knowledge
• Client-related examples

Trainer

Steve Davis FPFS, Chartered Financial Planner and experienced financial service trainer

Certificate

At the end of this course, you will receive a certificate of attendance from the Chartered Insurance Institute.

Price

• Members: £199
• Non-members: £299

How to book

For enquiries about this course, please email us at: business.enquiries@cii.co.uk

 

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Please note: courses are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a course becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above course dates, subject to a minimum number of course bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the Training Team.

Can't attend on this date? Register your interest in other training courses and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training courses.