VAT and Financial Services

Quorum Training - A Wilmington Company
Course summary
Professional Training
1 day
575 GBP excl. VAT

Course description

A course by Quorum Training - part of the Wilmington Group

VAT and Financial Services - a 1-day training course in London

The financial services sector is wide and varied. It ranges from the Independent Financial Adviser to the major institutions. They all have to deal with this particularly complex area of VAT accurately, which is also subject to frequent change. This course examines the detail of VAT in the sector, for both primary providers and intermediaries (including partial exemption) and examines current problem areas. Updates on the progress of the numerous recent court cases in this area are included.

UK legislation is driven by EU legislation, but it is often at odds with it. How UK legislation will unwind itself from EU legislation following Brexit is still unclear, but this course will be kept live to deal with updates as they happen.

At the end of the course delegates will gain a detailed understanding of VAT in the finance sector, including:

  • knowledge of the VAT implications of partial exemption and use of special methods in the sector
  • full details of how international services are treated for VAT, and the reverse charge and
  • up to date knowledge of recent VAT developments in the sector.

Suitability - Who should attend?

Accountants and managers with a good grasp of VAT generally, but who are new to the financial services sector and anyone needing a refresher on the subject and to keep up to date with changes.

Outcome / Qualification etc.

CPD 6 hours

Training Course Content

  • The extent of the financial services exemptions for principals and intermediaries-a detailed review of the EU and UK legislation
  • Analysing supplies and products and determining VAT liabilities correctly
  • Factors that prevent exemption, and the fine lines between taxable and exempt
  • Improving VAT recovery-simplifications, ‘look throughs and easements’
  • Single and multiple supplies – the difficulties
  • Corporate finance
  • Planning for partial exemption-standard and special methods
  • Outsourcing
  • International financial services and the reverse charge
  • Impending changes and developments


The price per place for this course is £575 plus VAT.

Contact Quorum Training for pricing details for running this course in-house. The price will include pre-course discussions with the trainer, supporting course materials and delivery of a practical, interactive course that meets your training needs.

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About provider

Quorum Training - Business and Finance Courses for Professionals

Quorum Training provides a range of specialist courses designed specifically for business and finance professionals, covering such topics as: Accounting and finance Taxation VAT Governance Risk and compliance Financial markets and corporate treasury Charities Management and leadership Courses are available...

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Contact info

Quorum Training - A Wilmington Company

5th Floor, 10 Whitechapel High Street
E1 8QS London


Average rating 5

Based on 1 reviews.

Gavin Lear
Very good and helpful course
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