Laws and tax rules may change in the future. A client's personal circumstances and where they live in the UK will also have an impact on tax treatment.

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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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60 CPD minutes

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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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30 CPD minutes

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