Tax Doesn’t Have to be Taxing

ISAs and pension plans are familiar terms, but there are other ways to cut your tax bill such as VCTs and EIS investments, investing in your own business and charitable giving. This course looks at their favourable tax treatment, as well as related tax rates, limits and restrictions. You really can’t afford to let tax incentives go to waste – the lower the cost of your investing/saving, the higher the ultimate return!

The learning outcomes are:

    1. Appreciate the variety of options for saving and investing that give you a tax break
    2. Understand the income and capital gains tax benefits of key financial instruments
    3. Understand the link between investments and inheritance tax


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