VAT and Financial Services

Quorum Training
5.0
1 review
  • Helpful and well organized course!
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Course

In City of London

£ 575 + VAT

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Description

  • Type

    Workshop

  • Location

    City of london

  • Class hours

    6h

  • Duration

    1 Day

Specialist course on relevant VAT rules

The financial services sector is wide and varied. It ranges from the Independent Financial Adviser to the major institutions. They all have to deal with this particularly complex area of VAT accurately, which is also subject to frequent change. This course examines the detail of VAT in the sector, for both primary providers and intermediaries (including partial exemption) and examines current problem areas. Updates on the progress of the numerous recent court cases in this area are included.

UK legislation is driven by EU legislation, but it is often at odds with it. How UK legislation will unwind itself from EU legislation following Brexit is still unclear, but this course will be kept live to deal with updates as they happen.

Facilities

Location

Start date

City of London (London)
See map
138-142 Holborn, EC1N 2NQ

Start date

On request

About this course

At the end of the course delegates will gain a detailed understanding of VAT in the finance sector, including:

knowledge of the VAT implications of partial exemption and use of special methods in the sector
full details of how international services are treated for VAT, and the reverse charge and
up to date knowledge of recent VAT developments in the sector.

Accountants and managers with a good grasp of VAT generally, but who are new to the financial services sector and anyone needing a refresher on the subject and to keep up to date with changes.

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Reviews

5.0
  • Helpful and well organized course!
    ← | →
100%
4.8
excellent

Course rating

Recommended

Centre rating

Gavin Lear

5.0
10/07/2016
What I would highlight: Helpful and well organized course!
What could be improved: .
Would you recommend this course?: Yes
*All reviews collected by Emagister & iAgora have been verified

Subjects

  • Financial Services
  • VAT
  • Tax Law
  • Tax Calculation
  • Taxation Law
  • Business Taxation
  • Supply
  • Sales
  • B2C
  • Sound
  • International
  • Financial
  • Financial Training
  • Sales Training

Teachers and trainers (1)

Gwen Ryder

Gwen Ryder

Teacher

Gwen has been a VAT and customs duty specialist and lecturer for her entire career. She worked in H M Customs (now HM Revenue and Customs) for 9 years before joining the “Big 5”. She subsequently became the VAT and Customs Partner in a top 20 firm, and then formed her own consultancy practice in 2003. Gwen is an Associate of, and former examiner for, the Institute of Indirect Tax, and a member of the Customs Practitioners Group and The VAT Practitioners Group.

Course programme

  • The extent of the financial services exemptions for principals and intermediaries – a detailed review of the EU and UK legislation
  • Analysing supplies and products and determining VAT liabilities correctly
  • Factors that prevent exemption, and the fine lines between taxable and exempt
  • Improving VAT recovery-simplifications, ‘look throughs’ and easements
  • Single and multiple supplies – the difficulties
  • Corporate finance
  • Planning for partial exemption – standard and special methods
  • Outsourcing
  • International financial services and the reverse charge
  • Impending changes and developments

See related categories

VAT and Financial Services

£ 575 + VAT

The best Corporation Tax courses

See all

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