VAT and Financial Services

Speaker:   |  CPD Hours: 6.0

Price £575 plus VAT

New dates coming soon.


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.


  • 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


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.

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