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Event Date Wed Apr 29 EDT (over 1 year ago)
Region All

One of the primary focuses for all advisers is to manage a customer’s tax position to ensure that the right amount of tax is paid. It is vital that customers do not overpay or are put in a position where more tax is paid when it isn’t necessary. In this session it is important to consider the following:

• Allowances
• Tax rate bands
• Tax rates: non-savings, savings, dividends
• Tax deductions
• Tax reducers
• CGT:
• Exempt/non-exempt
• Disposals
• Rates of tax
• Reliefs
• CGT on shares: considerations

It is equally important for customers to pay the right amount of tax and to not underpay. It is the individual’s responsibility to pay all tax due, however taxation can be a very confusing area and advisers must ensure that the tax burden isn’t being added to unnecessarily and that the correct tax experts are identified at the correct time and referred to.


2020 Speaker

Nick Cunningham
Trainer, London Institute of Banking and Finance

Sponsors & Partners

2020 Partner and Sponsor

• The London Institute of Banking & Finance

• Legal & General