Cash ISA reforms: What Financial Advisers need to know
The ISA landscape is set to change from 6 April 2027, with new limits on Cash ISA subscriptions and supporting rules designed to prevent non-Cash ISAs being used as substitute cash shelters.
Cash ISA reforms: What Financial Advisers need to know
The ISA landscape is set to change from 6 April 2027, with new limits on Cash ISA subscriptions and supporting rules designed to prevent non-Cash ISAs being used as substitute cash shelters.
Individual Savings Accounts, a guide to ISA investing
ISAs offer a tax-efficient way to save and invest; find out what they are and how they work
Individual Savings Accounts – a guide to ISA investing
ISAs offer a tax-efficient way to save and invest; find out what they are and how they work
Exploring The Role of the 4% Rule in Retirement Income Strategies
The 4% Rule is helpful as a guide – a rule of thumb – to the level of income clients can expect from their retirement savings.
Exploring The Role of the 4% Rule in Retirement Income Strategies
The 4% Rule is helpful as a guide – a rule of thumb – to the level of income clients can expect from their retirement savings.
Capital Gains Tax Course
Explore the fundamentals of Capital Gains Tax (CGT), including tax rates, exempt assets and what qualifies as a chargeable disposal.
Introduction to Capital Gains Tax (CGT)
In this module, we will explore the fundamentals of Capital Gains Tax (CGT), including tax rates, exempt assets and what qualifies as a chargeable disposal.
Calculating Capital Gains Tax (CGT)
In this module, we will begin with the fundamentals of Capital Gains Tax (CGT) calculations before introducing the Partial Disposal formula and principles of Share Matching.
Applying Allowable Capital Losses
In this module, we will explore how Capital Losses are applied in the Capital Gains Tax (CGT) calculation, examine the rules governing their timing, and analyse the impact of losses involving connected persons.