Basics of Life Chargeable Events Course
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Location: Available Globally |
Dates: Open date - Open date | Duration: - | Price: GBP |
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This course is designed as a basic grounding in Life Chargeable Events and is illustrated with numerous examples. It covers the fundamentals of the taxation of qualifying and non-qualifying products, Tax Exempt products and will be of interest to Life Companies, Friendly Societies, IFAs etc. It does not cover OLAB, Fiscal Representation and new non-resident policies in depth. Complex taxation issues are covered on the Life Products Taxation Course - details on this on request. Course categories:Accounting & Finance Inhouse, Tax Inhouse |
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-Basic Outline of Tax system, Capital VS. Income, IHT. -The Policy Process and Underwriting Contract of Life Policies and Taxation. -Qualifying and Non-Qualifying Products. -The Enduring Effects of LAPR. -Calculation of a Basic Chargeable Event. -Qualifying Products becoming Non-Qualifying. -Regular Premium Policies Calculation of Events. -Substitutions including examples. -Variations inclulding examples. -Enhancements and the Qualifying Rules. -Friendly Society Policy Enhancements (increase of the limit). -Part-Withdrawals. -Cancellations, Paid-Up Policies and Early Surrenders. -Assignments and Joint Policies. -Tax Effects of putting a Life Policy into Trust for IHT Planning This course is ideally suited for adaptation for in-house training and use by offshore companies and friendly societies. |
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For more information or to be contacted by the event provider please fill this form:
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Price: GBP
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CONTACT US |
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Email: info@financialveritas.com Phone: +44 208 133 5917 |
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