Advanced investment management taxation

Investment Education Plc

Course

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Description

  • Type

    Course

  • Start date

    Different dates available

Objectives

To provide an understanding of specialist or advanced areas in Investment Management Taxation including OEICS, unauthorised unit trusts, PFPVs and Offshore Funds, from a UK perspective.

Delegates

Delegates are assumed to have attended the Unit Trust & Investment Management Taxation course which covers the basics. Alternatively delegates must have a good working knowledge of tax as concerns these areas.

Facilities

Location

Start date

Start date

Different dates availableEnrolment now open

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Subjects

  • Taxation
  • Trusts
  • Investment Banking
  • Investment Management
  • Investment
  • Perspective
  • Industry
  • Tax
  • Investment analysis
  • Investment Tax

Course programme



Content

-Overview
-Investment Trust Companies
-OEICS and OEIC Conversions
-Unauthorised Unit Trusts and PFPVs
-Limited Partnerships
-Offshore Funds
-Taxation of the Investment Management Company
-Taxation of the Unit Holder
-PEPs and ISAs Taxation (or not)
-Industry Developments





Todays Date: 8 September 2017
Duration 1 day

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Advanced investment management taxation

Price on request

The best Financial Planning courses

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