Advanced Investment Management Taxation


To provide an understanding of specialist or advanced areas in Investment Management Taxation including OEICS, unauthorised unit trusts, PFPVs and Offshore Funds, from a UK perspective.


Delegates are assumed to have attended the Unit Trust & Investment Management Taxation course which covers the basics. Alternatively delegates must have a good working knowledge of tax as concerns these areas.



-Investment Trust Companies

-OEICS and OEIC Conversions

-Unauthorised Unit Trusts and PFPVs

-Limited Partnerships

-Offshore Funds

-Taxation of the Investment Management Company

-Taxation of the Unit Holder

-PEPs and ISAs Taxation (or not)

-Industry Developments

Todays Date:

Duration 1 day
Available as an in-house course

Investment Education PLC
45 Old Hall Road, Manchester M7 4JF, United Kingdom
Tel:+44 (0)161 832 3800
Registered in England Number 2129160
VAT Registered Number GB 480 2112 85

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