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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
J01 - Currently under review
J02 - Trusts
J04 - Currently under review
J05 - Pension Income Options
J07 - Supervision in a Regulated Environment
Advanced Diploma Subjects

Courses

Fact Find Masterclass
The Trusted Adviser
Trainee Adviser Skills Programme

 


 

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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
Coaching Course | Supervisor Licensing Course | Supervisor Update Course | Fact Find Masterclass | The Trusted Adviser | Trainee Adviser Skills Programme