ISA Qualifying Investments Online Workshop 2021

Wednesday 28th April, 2021

Online, Online

Attendee Fees: Non-members: £400 (VAT Exempt), Members: £200 (VAT Exempt)

Time: 13:00 - 16:00

Duration: 3 hours

This event has passed.

COURSE DETAILS

Duration: 3 hours | Timings: 13.00-16.00

This is perhaps one of the most challenging aspects of ISA Administration and continues to generate the majority of questions from ISA managers. There have been several changes to the ISA regulations over the last few years, including amendments to the ISA guidance which mean that managers must inform HMRC when they discover any non-ISA qualifying investments increasing the importance that managers only purchase those investments which meet the criteria specified in the ISA regulations.

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. It also covers issues surrounding income and corporate actions. Delegates will explore a number of case studies as well as undertake a question and answer exercise to facilitate deeper understanding of the issues.

Overview

The 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. It also covers issues surrounding income and corporate actions. Delegates will explore a number of case studies as well as undertake a question and answer exercise to facilitate deeper understanding of the issues.

Trainer

This session will be delivered by Dave Beaston. Dave has been with TISA for almost 16 years and in that time has delivered most of TISA’s ISA workshops across the UK, running both public workshops and bespoke in-house workshops for firms operating in the ISA industry. He often works closely with HM Revenue & Customs when helping member firms interpret the ISA regulations and guidance and is responsible for ISA queries received by TISA member firms. Prior to TISA, Dave had seven years of experience within the financial services industry, having worked previously in both sales and compliance.

Prices

Fees (VAT exempt):

TISA Members: £200

Non-members: £400

Please note you need to be logged into the members’ area to enable you to book and pay by credit card at the time of booking at the member rate — for a list of members please see here