We provide interactive training workshops in a number of areas of back office administration which have proven to be very well received by our clients. Training is delivered in the form of an interactive workshop, where delegates have the opportunity to work through examples with the tutor in order to verify learning.
- Background to CGT legislation and significant change points in history
- Client types and taxation treatment
- Security types and treatment
- Share Identification
- CGT Matching Rules
- Valuation costs v CGT costs
- Corporate Actions & implications on cost prices
- Connected persons
- Gifts to charity
- Data cleansing
- End of Year CGT reporting
The above is not an exhaustive list of the information presented during the workshop and we are happy to tailor the content to your specific requirements.
Our training workshops are CISI accredited and as such qualify towards continued professional development (CPD). They are automatically recognised by the CISI and the structure of the courses means they are compliant with most professional CPD programs. More recently we have run workshops in partnership with ICE Data and the CISI, please register your e-mail address with us to keep abreast of upcoming workshops, send SUBSCRIBE TRAINING to firstname.lastname@example.org.