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Personal Taxation Refresher
Corporate (In-house) training
Corporate Online Training or Face-to-face Workshop
Personal Taxation Refresher
One full-day / two half days
This 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.
Summary
Date: Optional
Times: 09:30-16:30 (UK)
Duration: One full-day
No of attendees: 12-16
Format: Online / Face-to-Face at CII or Client's office
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
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
Corporate Solutions
As part of our commitment to advancing professional standards within the sector, the CII offers a comprehensive suite of training and development solutions. These are designed to provide a structured, collaborative approach to skills enhancement, fully aligned with our internationally recognised Professional Map. We offer workshops covering exam revision, technical training and business and leadership topics.
Whether you're looking to upskill employees, support career progression, or drive business success, our bespoke training solutions can elevate and future proof the competencies required across your workforce.
A full list of courses can be viewed in our 2025 Training Catalogue.
Corporate (in-house) request
To book this workshop for your company as an in-house training session for between 7-16 Delegates, on a date that's convenient for you, please register your interest here:
Register your interest in our other courses
To register your interest for any of our other courses, or to suggest a course that is not listed, please complete the form below:
“The materials were fantastic. I really enjoyed the mixed media approach; switching between live sessions, videos and independent reading as well as practical tasks and discussions – this really helped to keep me engaged.” – Customer review
To book in-house training for your company, you must have a CII Corporate Account.
To register for this workshop or to request further information, please contact us at: business.enquiries@cii.co.uk
Please note our workshops are priced using British Pound Sterling (GBP). The final purchase cost will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.
Your booking will only be confirmed, once you receive a booking confirmation email from the training team.
Please ensure you refer to our terms and conditions before booking on to any of our training workshops. By booking on to this workshop, you are agreeing to our terms and conditions and for your information to be shared with our training provider.