Management Training

Management Training covers the wider aspects in Real Estate with a focus on Financial, Direct and Indirect Taxation for the Non Finance Professional as well as Leadership Training.

400

Clear

Due to COVID-19 restrictions, courses are currently run online, for individuals or small groups, at the convenience of the participants, arrange after booking the course.

 

Course outlines:

Tax for non-taxation professionals

The importance and role of Taxation including Indirect Taxation in the Real Estate industry

  • Direct Tax  ‘Corporation , Income, Capital Gains and Inheritance Taxes
  • Indirect Taxes ‘VAT, SDLT

The Taxation of Investment /Asset Management Companies and Property Development Companies 

  • What are Taxable Profits
  • Follow the Accounting Treatment
  • What is Value Added Tax – Why is it Indirect?

Presentation of Taxes and what they seek to deliver, how they are calculated

  • Income 
  • Corporation Tax
  • Capital Gains Tax
  • Inheritance Tax

Simplifying Taxation – Achievable?

Tax Allowances and Offsets

  • Capital Allowances
  • Industrial Buildings Allowances
  • Corporation Tax Allowances
  • Treatment of Dividends
  • Investment Companies
  • Treatment of Losses

Value Added Tax in Property

  • Option to Tax
  • Standard Rated Zero Rated and Exempt all explained
  • VAT Allowances and Return preparation

SDLT- Stamp Duty

A look at the History behind Stamp Duty and its evolution to SDLT- why is it still there- opportunities to mitigate exposure

The Advance Course includes a Detailed Day looking at Tax Planning for Real Estate Companies incorporating

  • Tax Structures of Real Estate Companies
  • Tax Jurisdictions
  • Special Purpose Vehicles
  • Advance Indirect Taxation

The course can be done on a One Day short course or a Two Day detailed Advance course . It is 6 hours of CPD for the One Day Course and 12 units for the Two day. The course is CPD accredited. The Trainer is Chartered Tax Adviser has advised Property Development Companies on Tax Matters.

Finance for non-finance professionals

The importance and role of finance and accounting in the Real Estate industry

  • Finance ‘The lifeblood of business’
  • Accounting ‘The language of business

The financial statements of Investment /Asset Management Companies and Property Development Companies 

  • Balance Sheet
  • Income Statement
  • Cash Flow Statement

Case Study: Building the financial statements of a Property Development business business through 4 years of the Development Cycle. Identifying how all the day-to-day decisions and activities of the business impact its financial statements. Clear identification of difference between profit and cash.

Presentation of accounts and accounting terminology

  • Accounting concepts and principles
  • Depreciation and asset valuation
  • Capitalisation of costs
  • Impact of accounting standards (IFRS(inc IFRS 16) and FRS 102)

Simplifying the cash flow Statement

Weaknesses in financial statements

  • Deficiencies in accounting measures
  • How to identify deficiencies in accounts

Financial analysis

  • Profitability in relation to sale
  • Gross margin, operating margin, net margin
  • Profitability in relation to investment
  • Return on Capital Employed, Return on Equity

Asset Turnover Ratios

  • Liquidity and Working Capital Management
  • Current Ratio, Quick Asset Ratio
  • Collection Period, Inventory Period,  Payments Period
  • Financial Risk Ratios
  • Leverage Ratios
  • Profit Cover for Interest
  • Cash Flow Cover for Debt

Case Study: A review at some listed companies accounts utilising skills learned

The course can be done on a One Day short course or a Two Day detailed Advance course . It is 6 hours of CPD for the One Day Course and 12 units for the Two day. The course is CPD accredited. The Trainer is a Fellow of the Institute of Chartered Accountants in England and Wales and has been the CFO of Property Development businesses.