Advanced Investment Management Taxation Course

 Location: Available Globally

To provide an understanding of specialist or advanced areas in Investment Management Taxation including OEICS, unauthorised unit trusts, PFPVs and Offshore Funds, from a UK perspective.

Delegates
Delegates are assumed to have attended the Unit Trust & Investment Management Taxation course which covers the basics. Alternatively delegates must have a good working knowledge of tax as concerns these areas.

Course categories:Asset Management Inhouse, Tax Inhouse

COVERED TOPICS

-Overview

-Investment Trust Companies

-OEICS and OEIC Conversions

-Unauthorised Unit Trusts and PFPVs

-Limited Partnerships

-Offshore Funds

-Taxation of the Investment Management Company

-Taxation of the Unit Holder

-PEPs and ISAs Taxation (or not)

-Industry Developments

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Location: Available Globally
Event date: Open date - Open date
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ADDITIONAL DATES

CONTACT US

Email: info@financialveritas.com

Phone: +44 208 133 5917