Pensions v ISA’s – Which is More Tax Efficient? – The Accounting & Tax Academy

A comprehensive comparison of these two tax shelters with tips to help identify which is best for you.

This course is suitable for:

Individuals who want to learn how to save in a tax efficient way
Those trying to choose between these 2 savings vehicles
Anyone looking for ways to give their savings a boost
Accounting students
Professional Accountants looking to expand on their existing knowledge.

Ultimately, this course should do one or a combination of the following for you:

Improve understanding of each savings vehicle
Identify the unique benefits of both pensions & ISA’s
Build an understanding of any restrictions that may apply
Allow you to identify which is more appropriate for your situation
Legitimately save you tax

Materials

Course Content

Annual Allowance Charge

Lifetime Allowance Charge

The State Pension

Individual Savings Account (ISA)

1 of 2

About Instructor

Adam Hill

ICAEW qualified accountant, with over a decade of experience working in accounting and tax and managing a wide variety of clients, I now enjoy sharing my knowledge and helping business owners to really know their numbers with a particular focus on tax planning for individuals and SME's. Outside of work I enjoy spending time with family and walking my dogs

13 Courses

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