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Pre-Owned Assets

Target audience:
Experienced IFAs, life office staff and accountants.

Overview:
This course is intended to update practitioners on the pre-owned assets legislation and its impact on clients. It will look at both the implications for existing clients and the planning opportunities.

Key course content:

Overview and background
Disposal condition
Contribution Condition
Worked examples of what is / isn’t covered by the tax
IR guidance
Income tax charge
Excluded transactions
Election to disapply
Impact on planning areas, e.g. insurance policies held in trust, intangible property
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Audio programmes – Update on J0 subjects

Audio programmes – New R0 subjects

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Audio Programmes

Whether you are sitting the CII's J0 or R0 subjects, our audio programmes could make all the difference.

91% of customers rated it 'valuable' or 'very valuable' for their studies.

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Advanced diploma subjects


Courses

Fact Find Masterclass
The Trusted Adviser
Trainee Adviser Skills Programme

 
 

Ian Patterson - Patterson Group


31 Clifton Drive, Lytham, Lancashire FY8 5QY
Tel & Fax: 01253 732298

Email: info@pstgroup.co.uk

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Advising Older Clients | The Mental Capacity Act | Pensions and Divorce | Pre-Owned Assets | Crammer Revision | Supervision in a Regulatory World
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