Webex

CPD Quiz Webinar

Our helpline gets asked hundreds of questions every week testing our knowledge. Our monthly CPD quizzes give us the chance to test yours. Each month we’ll pick a topic and test you based on some of the common queries and confusions we encounter. Don’t worry we’ll also explain the answers. 

 

Upcoming: CPD Quiz Webinar - Annual Allowance

Session: 2 October 2018 

On this webinar, through a series of testing questions, Jacqueline Clezy will look at Annual Allowance. In particular, what’s included in the Annual Allowance, when different Annual Allowance limits apply, covering the Money Purchase Annual Allowance and the Tapered Annual Allowance and finally Annual Allowance planning.

CPD Quiz Webinar - Taxation of Trusts

Session: 4 September 2018

On this webinar, through a series of testing questions, Helen O’Hagan looked at the taxation of trusts, specifically Inheritance Tax, Income Tax and Capital Gains Tax. She covered not only bare and discretionary trusts, but also interest in possessions trusts too.

CPD Quiz Webinar - Pension Death Benefits

Session: 7 August 2018

On this webinar, through a series of testing questions, Jacqueline Clezy looked at flexible death benefit options, scheme discretion and expressions of wish/nominations. She covered lifetime allowance tax and finally using trusts.

CPD Quiz Webinar - Income Tax

Session: 3 July 2018

On the webinar, through a series of testing questions, Liz Hardie looked at the taxation of different types of income, the order in which they are taxed and how they interact with each other for individuals.

CPD Quiz Webinar - Lifetime Allowance

Session: 5 June 2018 

On the webinar, through a series of testing questions, Jacqueline Clezy looked at the operation of the lifetime allowance, benefit crystallisation and lifetime allowance protection.

CPD Quiz Webinar - OEIC taxation

Session: 1 May 2018 

On the webinar, through a series of testing questions, Graeme Robb looked at the taxation of the investor. More than that though, he considered the ‘internal’ taxation of the fund to give that complete picture. Graeme considered the perennial issue of the interaction between OEICs and insurance 

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