Training
CGiX
CGiX Training / Interactive Workshops
FSL has found that the best way for clients to learn about CGiX is to have actual 'hands-on' involvement with the software. Following an implementation study of a client's data, FSL provide an interactive workshop for clients to use CGiX and see their data in the system.
The training provided incorporates every aspect of the CGiX system, and provides users with the most efficient methods of using the separate components of the solution. Our expert team of trainers uses the solution every day, and as such, is perfectly placed to effectively convey their knowledge to our client base.
Tax Optimisation Seminars
FSL also provides specialist front office training upon the 'What If' CGiX component, which is specifically tailored to the needs of Fund Managers. These tax optimisation seminars detail how fund managers can use CGiXª to identify their clients' optimal CGT position, with respect to losses offset, taper relief and exemption limits.
Fund Managers can pre-define their clients' requirements within the CGiX front office, and these parameters are highlighted as warnings in order to aid the management of CGT sensitive portfolios when analysing notional trades.
CGT
Capital Gains Tax Training Courses
As Capital Gains Tax is such a highly specialised area, FSL provide training courses within the UK financial market to any investment companies who express an interest in learning more about the nuances of this government tax.
Our trainers are taxation specialists, and while they provide our clients with on-going support in this domain, their skill and knowledge have induced numerous training requests from external companies within the market. We are always happy to oblige to these requests, whether for our half-day CGT training course or our more intensive full-day course.
The CGT courses provided are tailored to our audience and provide an interactive medium through which CGT concepts/requirements are reviewed, examples are provided and their application explained. A sample of some of the main issues considered is provided below:
- An Introduction to Capital Gains Tax (chargeable gains / disposals / assets, exemptions and calculations)
- Share identification rules
- CGT elections, rebasing and Annual Exemption Amount
- Losses (offsetting losses, brought-forward losses)
- Taper Relief and Tapered Chargeable Gains
- Relief's, deferrals and held-over gains
- Corporate Actions & CGT (right issues, small capital distribution, bonus issues)
- quick facts
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- Uncompromising scope and accuracy
- The most advanced real-time front office CGT modelling tool available
- Find out about CGiX Solution