EVENT TICKET – R03 Workshop: Income Tax, CGT and Direct Investments | 21st April 2026

EVENT TICKET – R03 Workshop: Income Tax, CGT and Direct Investments | 21st April 2026

This is a Paid Event

EVENT DETAILS

Event Starts on: 21 April 2026
LOCATION:Online Zoom
START/END TIME:09:30 - 16:30
STANDARD COST:£110 +VAT
LEICESTERSHIRE, NOTTINGHAM & NORTHAMPTON MEMBER COST:
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£110.00 (£132.00 inc. VAT)

10 in stock

Event Information

Attending a remote workshop can help consolidate the key knowledge required for an exam pass.

What is the BTS R03 workshop like? The workshop is designed to enhance your grasp and use of the most heavily weighted learning outcomes in the R03 syllabus. Our workshop consists of a fun-packed day led by a BTS trainer, plus the company of other candidates in the same position as you. You will spend time developing your question answering techniques and exam strategy. The CII are renowned for their ‘interesting’ use of language, so part of the road to an exam pass is getting used to this. In this 1-day workshop we will cover: LO1: Understand the UK tax system as relevant to the needs and circumstances of individuals and trusts, LO2: Analyse the taxation of investments as relevant to the needs and circumstances of individuals and trusts, and LO4: Apply the knowledge of personal taxation to the provision of investment advice. With LO1 and LO4, we will look at the various types of income, and how income tax is calculated. We will also look at assets, disposals and gains, and how Capital Gains Tax is calculated. Our LO2 discussion looks at three different types of income: property income, savings income and dividend income.

Please note: This workshop is split into two separate bookings to allow learners flexibility to book one or both days. The 2nd part to this this workshop is on 30th April (bookable here) and covers:

LO1: Understand the UK tax system as relevant to the needs and circumstances of individuals and trusts, LO2: Analyse the taxation of investments as relevant to the needs and circumstances of individuals and trusts, and LO4: Apply the knowledge of personal taxation to the provision of investment advice. Under LO1 and LO4, we look at transfers as well as inheritance tax rates and reliefs. We then look at stamp duties and VAT. Our LO2 discussion looks at key product areas including tax efficient investments, registered pension schemes, and collectives. When we move onto LO4, we will look at the various classes of national insurance contributions, from class 1 through to class 4.

The workshop is ideal either for some last minute exam revision, or if you are at the start of your studies and perhaps struggling a bit with all those calculations!

What makes the R03 workshop so useful?

A workshop is a live event where you can benefit not just from the BTS trainer but also from working alongside others studying for the same exam.

Discussions within the group can help to reassure you and improve your understanding of key exam areas.

You’ll get out of your day as much as you put in (and more!).

After the workshop you will have 120-days access to a set of digital revision materials which include:

Slides from the workshop, practice tests, technical revision sheets and a specimen exam with explained answers, so you continue your learning after the event.

You’ll also be able to continue your conversations with your fellow R03 candidates in our student-led forums.

 

Delivered on Zoom. Places are limited.

This workshop will be held on a Tuesday.

The 2nd part to this this workshop is on 30th April (bookable here).

Each day will commence at 09:30 sharp and finish by 16:30, with breaks timetabled for lunch etc throughout the day.

Please be advised that these sessions will be recorded for internal training and quality purposes only. Recordings won’t be shared with attendees after the workshop, so live attendance is required.

Cancellation Policy:

The viability of a workshop is based on minimum delegate numbers.

If you need to cancel your space, please let us know in writing as soon as possible and no later than two weeks prior to the start date.

Cancellations after this point will not be refunded unless a replacement delegate can be found, as this would impact on the course for your fellow delegates.

If BTS cancels the workshop, the cost of attending the workshop will be refunded in full.

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