R03 workshops are split across two days. We recommend you book onto both but, if you prefer, you can just attend the day that covers the areas you need.
A BTS trainer will guide you through a focused, interactive day with other learners, helping you build exam technique, question-answering skills and confidence with the CII’s wording. R03 workshop dates are added throughout the year. If you can’t see a suitable date, get in touch to ask about other options.
R03 has a slightly different approach to our other R0 workshops, because its four Learning Outcomes are fairly equally weighted in terms of question spread:
LO1: Understand the UK tax system – 15 standard questions
LO2: Analyse the taxation of investments – 8 standard / 7 multi-response questions
LO3: Analyse the role and relevance of tax in financial affairs – 6 standard / 4 multi-response questions
LO4: Apply knowledge of taxation to provision of investment advice – 10 standard questions.
As the Learning Outcomes are also fairly generic and apply across all the different types of tax, we focus on certain taxes on the different workshop days to ensure smooth learning. Choose the workshop date you need, based on the taxes you want to focus on. Or choose both days to cover the entire unit.
Day 1:
We look at Income Tax, Capital Gains Tax (CGT) and Direct Investments
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. When we move onto LO4, we will look at the various classes of national insurance contributions, from class 1 through to class 4.
Day 2:
We look at Indirect Investments, Inheritance Tax (IHT), Stamp Duties and Trusts
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.
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!
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 180-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.
Delivered on Teams. Places are limited.
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 may 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.
