Personal taxation modules

Choosing the right modules

Each of the following modules is CII/PFS accredited and counts towards your CPD record. The summaries explain how much accredited time is available for each module.

Just select the module which best matches your learning needs and begin earning valuable CPD hours. There is no need to complete it all in one go - you can dip in and out as you like and pick up where you left off.

Once you submit your completed feedback questionnaire at the end of each module we'll email you your certificate.

Understanding capital gains tax

Clients may be subject to capital gains tax when they dispose of certain assets. It is therefore vital for advisers when dealing with those assets to fully understand when capital gains may arise and how they will be taxed. The use of reliefs, exemptions and allowances can be a valuable planning tool which may allow clients to defer gains or minimise the tax they will pay on them.

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Understanding IHT on lifetime transfers

Inheritance tax can have an impact upon what can be given away during someone’s lifetime. But with the right planning the effect of IHT can be minimised. It is therefore essential for advisers when considering wealth transfer to understand the taxation of lifetime gifts.

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Understanding IHT on death

Inheritance tax can severely impact what can be passed on to future generations. Understanding what IHT may be payable in the event of death is essential before any plans to mitigate IHT can be considered.

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CPD minutes: 60

Understanding Income tax

A client's income tax status will affect most financial decisions throughout their lifetime - from choosing the most appropriate savings vehicle, funding for their pension or how to take their income in retirement. Understanding how income is taxed is an essential component of any financial planning.

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