We are excited to invite professionals and the public to participate in our comprehensive Legal Executive Course on Taxation of Financial Institutions. This course is designed to provide a robust understanding of the tax issues prevalent in structuring financial service entities and transactions.

Expected learning outcomes

  • Discuss principles governing taxation of corporate and business entities in the finance sector.
  • Apply their knowledge of corporation tax to various cases.
  • Critically assess tax issues associated with select financial products.
  • Demonstrate an in-depth understanding of the current international taxation challenges facing banks and financial institutions.
  • Discuss the recent developments in financial transaction taxes and how they affect financial services.

Course Highlights

The course will cover Key principles of tax policy (including the development and interpretation of tax law); Principles governing the taxation of corporate and other business transactions; Corporation tax- treatment of shares, taxation of corporate finance, treatment of groups of companies and taxation of corporate reorganisations; Tax issues associated with mutual funds, unit trusts, real estate investment trusts, mortgage-backed securities, asset securitization, tax-exempt bonds, stocks, dividends, hedging transactions; Tax aspects of property-casualty and life insurance companies (including the definition of insurance, the calculation of reserves, and tax aspects of insurance products).

Mode of delivery

Lectures, research seminars, tutorials and case studies

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