Pension Fund Taxation
Pension Fund Taxation is an area that is undergoing a number of changes. It is also a fairly diffuse subject in that a variety of taxes actually or potentially impact on Pension Funds including overseas taxation, VAT, etc.
This one day course provides a complete coherent review of all the taxes that affect Pension Funds, including details of computations, reclaims where possible, documentation and critical dates. The course however is not suitable for those seeking advanced or esoteric taxation details.
Pension Fund Administrators
Accountants and accounting or taxation staff in insurance companies, banks, fund managers and other organisations dealing with UK Pension Funds.
Pension fund advisors
IFA executives and staff involved with Pension Fund taxation.
Delegates are expected to be familiar with Pension Fund terminology and have a basic knowledge of accounting, tax and investments.
ContentBackground to Pension Fund Taxation
-Impact of Tax
-Self Administered Pension Schemes
-Bond Washing and Dividend Stripping
-Futures and Options
-Badges of Trade
-Inland Revenue requirements
Taxation of Benefits
-Pensions and Annuities
-Problems with directors' early retirement
-Compliance Audit and Special Compliance Office Activity
-Pension Scheme Office Requirements
-Pensions Act 1995 Provisions
-Input & Output Tax
-Recovery by Employer/Employees
-Transfer of Going Concerns (TOGCs)
|Duration|| 1 day|
|Available as an in-house course|
Investment Education PLC
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Tel:+44 (0)161 832 3800
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