The ISA regulations to introduce the new Lifetime ISA (LISA) came into force on 6 April 2017. The Lifetime ISA is a totally new type of ISA with seperate reporting requirements and differs from the other ISA types in many aspects including the new concept of individuals making current year payments into the Lifetime ISA rather than ISA subscriptions. These workshops should be especially useful for ISA managers who are already offering the Lifetime ISA and wish to ensure that their staff are aware of teh key rules, and also for those managers that are anticipating or considering offering the Lifetime ISA in the new future.
The workshop is designed to provide ISA managers with a detailed overview of the new Lifetime ISA rules. It should be noted that the material will be based on our interpretation of the rules at the time of the workshop although it is not antcipated that any significant changes will now be made to the ISE regulations or guidance.
The key topics covered will include:
- Lifetime ISA overview
- Opening a LISA
- Subscriptions to LISA
- Government bonus
- Qualifying investments
- Closure of a LISA
The sessions will be delivered by Dave Beaston. Dave has many years' experience within the financial services industry, having worked previously in both sales and compliance. He has delivered training courses on all areas of ISA adminstrationfor TISA since 2004.
Fees (VAT Exempt): Memberes £200. Non-members £400.
Regional sessions can be booked as long as the firm has at least four paying delegates and is willing for the session to be opened up to outside firms. This option means that you save on travel costs as well as reducing the time staff are out of the office.
In-house sessions involve a fixed fee for TISA member or non-member firms (for up to 20 delegates).
If you would like to register your interest or to arrange a regional or in-house session (avaialble from January 2017) please get in touch at firstname.lastname@example.org