Course Code

  • 18TAX

Venue

  • City of London

CPD Credits

  • 2
Download PDF Get this course in-house

Or call 0203 178 4230 or email info@fstp.co.uk today.

Course Overview

As an Investment Manager or Adviser, finding a quality programme of targeted topic related CPD can be a time consuming and tedious task.

Don’t worry you are not alone. No more time spent searching for the next training session available from an awarding body, or having to search for a public open course. You can focus your time back on your key daily activities.

FSTP have created a suit of targeted CPD sessions that are regularly updated, and can be repeated annually. These CPD events are designed to be run in house at your offices, on dates and times suitable for your team.

The sessions are designed for those of you who are considering the clients complete financial circumstances, in line with the regulators suitability requirements. Each CPD session will take you through the key information that is crucial you are up to date with as part of your ongoing CPD knowledge. They are aligned to the RDR Apex standards.

These in house sessions will enable you and your colleagues to recognise when to appropriately ‘sign post’ your clients to other internal or external experts who can discuss the individuals specific needs.

The Course Agenda

Remittance Basis Charge
• Review of basic rate and dividend changes

Inheritance Tax for Resident and Non Domiciles
• Understand the differences and implications

Budget Changes
• 2016 update of changes and review of significant from previous announcements

Tax Efficiency 

Know and understand the benefits afforded by various vehicles

  • Business Investment Relief
  • EIS/SEIS/VCT
  • ISAs
  • Pensions
  • Trusts
  • Bonds

Other considerations

Consider the impact of taxation aligned to requirements of suitability

Download PDF Get this course in-house

Or call 0203 178 4230 or email info@fstp.co.uk today.

Meet The Tutor

Experienced Consultants

We have a number of experienced consultants available to run this session. Please contact us and we will check availability for the dates that you require.

Who is this course for?

• Investment Managers
• Advisers

Training that makes a difference

Experienced engaging trainers

With first hand industry knowledge and an intimate understanding of the regulatory environment, we always guide you with an expert (and friendly) hand.

Packed with relevant information

We know you’re busy, so we’re careful not to waste a minute of your time. Our training courses are fast paced, insightful and filled with valuable information.

Get personalised attention

Sessions are practical workshops not PowerPoint lectures. All courses are limited to no more than 14 attendees, so we’re able to explain concepts in the context of your business.

Other courses you might be interested in

Organisational Culture and Behavioural Risk

May 8, 2019 9.30 am - 12.30 pm

City of London

Culture - The Board's Secret Weapon

February 5, 2019 12.00 pm - 2.30 pm

City of London

Compliance Monitoring

Available in-house. Please contact for more information.

City of London

×