Tax and Estate Planning Accreditation
CPD accredited e-learning programme for advisers, wealth managers, paraplanners, accountants and solicitors that require a recognised level of knowledge & understanding in Tax & Estate Planning.
The Enterprise Investment Scheme (EIS) and Seed Enterprise Investment Scheme (SEIS) offer investors generous tax reliefs and UK startup and scale up business valuable support.
Business Relief qualifying investments offer substantial estate planning advantages.
Listed investment companies, Venture Capital Trusts (VCTs), give access to investments in the UK's vital startup and scale up sector and offer significant tax reliefs.
In partnership with
Background. Background and development of the scheme
Risks. Investment risk, liquidity risk, tax risk
Tax reliefs. What reliefs are available, minimum holding periods to claim, the amounts that can be claimed and how to claim
Interaction with other reliefs. Including pensions, ISAs and other IHT reliefs
Interaction with other schemes. How the different tax-advantaged venture capital schemes interact with each other, and which are more suitable in different scenarios
Rules. The rules governing both the schemes themselves and the types of underlying investment that qualify
Due diligence. Due diligence and assessing investments
Case studies. How the different tax-advantaged venture capital schemes interact with each other, and which are more suitable in different scenarios
Final assessment. Learners must answer correctly to 80% of the 20 questions complete the course and obtain CPD valid for 12 months
“Worth doing and very good”Tim Creasey, Financial Planning Consultant and Wealth Manager, Keystone Wealth Management
“It will give you a good grounding in the subject, even if you are starting from scratch”Victor Mello, Director, Midas Wealth Management
“I thought this course was excellent - very comprehensive and explains the subject in a way that is easy to understand. I learned a lot.”Lorraine Ames, Head of Technical at Smith & Pinching