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HomeCPD LearningISAs, Unit Trusts and OEICs

ISAs, unit trusts and OEICs

Browse our free learning modules on a range of ISAs, unit trust and OEIC matters

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Individual Savings Accounts (ISAs)

ISAs can provide a tax-efficient and relatively simple wrapper for saving – offering returns and withdrawals free from income and capital gains tax. Knowledge of all the ISA funding rules is vital to help clients maximising their tax free savings.

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Taxation of OEICs and unit trusts

OEICs (Open Ended Investment Companies) and unit trusts form part of many client investment portfolios and advisers need a thorough understanding of how they are taxed, both on distributions and on disposals.

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Other CPD learning modules

Choose from our range of learning modules on a range of topics from pension funding and personal taxation to investment bonds and ISAs.

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Techzone

Techzone offers you support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.

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Any reference to legislation and tax is based on our understanding of United Kingdom law and HM Revenue & Customs practice at the date of production. These may be subject to change in the future. Tax rates and reliefs may be altered. The value of tax reliefs to the investor depends on their financial circumstances. No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of these comments.