Unit Trust & Investment Management Taxation


To provide a complete review of the basics and operations of Investment Management Taxation and the whole of Authorised Unit Trust Taxation. This course does not cover advanced or specialist areas: the Advanced Investment Management Taxation course caters to this.


UT & Life Fund Managers and Administrators involved with UT Taxation or aspects thereof. Accountants new to UT Taxation. Trustees, Fund Managers, Internal Auditors and Compliance Executives involved with UT Tax. No prior knowledge of tax in the subject areas is assumed.


Introduction to UK Corporation Tax

-The schedular system

-Double taxation relief

-Corporation Tax Compliance

Taxation of Authorised Unit Trusts

-The rationale behind authorised unit trust taxation

-Dividend distribution and shadow.  ACT regime.

-Foreign Income Dividends

-Avoir fiscale

-Interest distributions

-Anti-avoidance provisions


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
Email: mail@investmentEducation.net
Registered in England Number 2129160
VAT Registered Number GB 480 2112 85

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