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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
 
 

Ian Patterson - Patterson Sales Training


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

Email: info@pstgroup.co.uk

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