Our courses

An introduction to the UK tax regime for our two main capital taxes identifying when the taxes arise and who they apply to and providing and update and refresher on the main developments over the last twelve months

This Asset Management Course is aimed at professionals working at banks, asset managers, insurance companies and especially lawyers and accountants in Financial Services.

This Internal Audit Fundamentals Part 1 – The Essentials training course is the first part of a modular three-day programme. We recommend attending all three days but each day is self-contained and can be taken separately.

On this first day, we explore the background and theory to internal auditing and then show delegates how to plan and conduct an audit in practice.  In terms of the theory, the framework provided by the Institute of Internal Auditors is used throughout, including the core principles of internal auditing.  In terms of the practical application, this course takes delegates through the end to end process of an internal audit: from the planning stage, through execution (including audit documentation and sampling techniques), and finally to effective delivery and the internal audit report.  The course is highly interactive throughout, combining practical tips and advice with quizzes and audit scenario exercises.

This Internal Audit Fundamentals Part 2 – Controls, Governance and Assurance training course is the second part of a modular three-day programme.  Although we recommend attending all three days, each day can be taken separately. This part of the programme focuses on the crucial assurance aspects of the work that internal auditors carry out and addresses both the theory and the practice of internal controls. Delegates will learn how auditors can add value to their organisation’s governance by carrying out work in the areas of fraud prevention and detection and culture and business ethics.  The course is highly interactive throughout, combining practical tips and advice with quizzes and audit scenario exercises.

This Internal Audit Fundamentals Part 3 – Risk, Value for Money and Operational Auditing course is the third part of a modular three-day programme. Although we recommend attending all three days, each day is self-contained and can be taken separately. This part of the programme looks at the remaining areas of the internal audit remit – risk, operational auditing and consulting activities.

It addresses the key area of risk management, raising delegates’ awareness of what is meant by the term ‘risk’, how organisations seek to manage their risk and the role of internal auditors in the risk management framework.  Delegates will learn how internal auditors can prioritise their work most efficiently by taking a risk-based approach. The course then explores the area of operational auditing and looks at two demanding internal audit challenges: value-for-money auditing and auditing the supply chain. The course is highly interactive throughout, combining practical tips and advice with quizzes and audit scenario exercises.

We explore the background and theory to internal auditing and then show delegates how to plan and conduct an audit in practice.  In terms of the theory, the framework provided by the Institute of Internal Auditors is used throughout, including the core principles of internal auditing.  In terms of the practical application, this course takes delegates through the end to end process of an internal audit: from the planning stage, through execution (including audit documentation and sampling techniques), and finally to effective delivery and the internal audit report. 

Powered by an online conferencing tool, Zoom, we are able to bring you the International Tax Planning course in a safe and collaborative environment. Our virtual course will be delivered by an expert lecturer and remain interactive, allowing you to communicate with attendees, view and discuss presentations, and learn, all from the comfort of your own home.

This course will concentrate on cross-border planning techniques for outward investment and will consider the UK and host country tax implications involved, including Europe, the USA and the Far East. The implications of BEPS and the EU Anti Avoidance Tax Directive on existing and upcoming cross border structures will be considered, including the extent to which these recommendations and Directives have been, and are likely to be, implemented into UK and foreign tax legislation.

International tax planning is an essential discipline for UK groups operating internationally, especially in the light of recent reforms such as the CFC rules, the Foreign Branch Exemption, the Patent Box, revisions to the Exit Tax rules for companies and the General Anti-Avoidance rules. The OECD project on Base Erosion and Profit Shifting heralds the start of a new era in international co-operation on anti-avoidance. The International Tax Planning – Part 1 course is an introduction covering how international tax planning has an important role to play in the structuring of a UK group’s foreign operations and how the new BEPS climate will impact on existing and upcoming cross-border structures.

At the end of the course participants will be aware of the principal UK and foreign tax rules relating to outbound investment and the application of these rules. It will also cover the consequent planning opportunities, current and anticipated anti-avoidance rules and the need to co-ordinate the UK and foreign tax plan.

This International Tax Planning – Part 2 training course will concentrate on cross-border planning techniques for outward investment and will consider the UK and host country tax implications involved, including Europe, the USA and the Far East. The implications of BEPS and the EU Anti Avoidance Tax Directive on existing and upcoming cross-border structures will be considered, including the extent to which these recommendations and directives have been, and are likely to be, implemented into UK and foreign tax legislation.

This one-day course is designed as an introduction to the financial statements of UK general insurers and life assurers under IFRS. It is suitable for those with little or no prior knowledge of the insurance market and will include an introduction to the principles, practices and terminology of insurance. However, participants are assumed to be familiar with basic accounting concepts and ordinary financial statements.

As you take on this pivotal role in your organisation, this workshop will give you a clear understanding of the key skills and disciplines required in becoming an effective manager. It will help you clarify your goals, establish achievable and challenging work objectives, set priorities and produce a personal strategy for effective time management. The course will also provide you with an understanding on how to use different management styles in order to take a flexible approach to the variety of personalities you manage.

The City of London continues to maintain its position as a focal point for the world’s financial markets and is home to the UK’s financial services industry.

This entry level programme is designed for both new entrants into finance and those who new to the City and financial markets. We assume delegates are new and unfamiliar with the financial services industry.

We will attempt to de-mystify the jargon, discuss financial services providers including banking, insurance, fund management, and explain what they do, why and how the key financial markets work.

No prior knowledge is assumed.