£350 per person (£200 for members)
The workshop aims to provide an overview of how the ISA scheme works, what key options are available to ISA investors and what authorised ISA managers need to do to adhere to the ISA regulations. This workshop has been updated to include all the relevant changes to the ISA regulations...
£415 per person (£265 for members)
This online workshop will look in detail at how to determine if an investment qualifies to be held within an ISA, taking delegates through the stages of investigation necessary to make a decision.
£480 per person (£330 for members)
This online course has been designed to provide staff with an overview of the key facts within the ISA regulations. This will include changes to the ‘one ISA per tax year’ rule, continuous ISA applications, the transfer of current year subscriptions and the increased age limit for cash ISAs.
£415 per person (£265 for members)
Junior ISAs (JISAs) have their own separate rules and, like ISAs, the regulations and additional HMRC guidance are constantly being updated and it is important that JISA managers and their employees are fully aware of their obligations on the key issues. This online workshop has been designed to provide staff...
£350 per person (£200 for members)
This online workshop is designed to provide an overview of the key operational issues that managers need to be aware of in relation to ISA flexibility.
£350 per person (£200 for members)
The workshop aims to provide an overview of how the ISA scheme works, what key options are available to ISA investors and what authorised ISA managers need to do to adhere to the ISA regulations.
£390 per person (£200 for members)
This workshop will guide delegates through all the ISA returns and clarify all the key components that need to be included as well as highlight the recent changes that the government has made to the returns. The workshop will be useful for any individuals who are actively involved in the...
£415 per person (£265 for members)
This three hour online workshop will look in detail at the key regulatory issues that managers must adhere to in addition to the key areas of the ISA Guidance Notes and industry guidelines that managers should be aware of.
£415 per person (£265 for members)
This online workshop will look in detail at how to determine if an investment qualifies to be held within an ISA, taking delegates through the stages of investigation necessary to make a decision.
£450 per person (£300 for members)
Our new workshop aims to equip delegates with the practical knowledge to assess the regulatory, financial crime, operational resilience and governance implications of tokenisation and other emerging technologies, including AI and quantum computing, and understand how risk, controls and accountability may need to evolve in response.
£415 per person (£265 for members)
This online workshop is designed to provide an overview of the key rules that managers need to be aware of when an ISA client dies and their obligations regarding additional permitted subscriptions.
£415 per person (£265 for members)
Junior ISAs (JISAs) have their own separate rules and, like ISAs, the regulations and additional HMRC guidance are constantly being updated and it is important that JISA managers and their employees are fully aware of their obligations on the key issues. This online workshop has been designed to provide staff...
£415 per person (£265 for members)
This online workshop takes delegates through the various steps involved when carrying out an ISA repair or an ISA void including the removal of the necessary investments or cash and the tax implications for both the ISA manager and the investor. The session will cover the repairing or voiding of...
£350 per person (£200 for members)
The workshop aims to provide an overview of how the ISA scheme works, what key options are available to ISA investors and what authorised ISA managers need to do to adhere to the ISA regulations.
