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Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

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Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

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Featured Pathways

More pathways

Banking Essentials - Part I

This pathway will walk us through the basics of banks, starting with some of the different types and their main functions, then starting to look at the regulation faced by the banks, both before and after the Global Financial Crisis.

Greenwashing

Greenwashing is the act of distributing false information about something being more environmentally friendly than it actually is.

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Book a demo

Pricing

Ready to get started?

Plans & Membership

Our Platform

Expert led content

+1,000 expert presented, on-demand video modules

Learning analytics

Keep track of learning progress with our comprehensive data

Interactive learning

Engage with our video hotspots and knowledge check-ins

Testing & certification

Gain CPD / CPE credits and professional certification

Managed learning

Build, scale and manage your organisation’s learning

Integrations

Connect Finance Unlocked to your current platform

Featured Content

More featured content

Tackling the Cost of Living Crisis

In this video, Max discusses the cost-of-living crisis currently enveloping the UK. He examines its impact on households as well as the overall economy.

CSR and Sustainability in Financial Services

In the first video of this two-part video series, Elisa introduces us to sustainability. She begins by looking at the difference between sustainability and corporate social responsibility, two terms that can be easily confused.

More featured content

Book a demo

Pricing

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Book a demo

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Investment Wrappers (ISA, EIS & VCT) in UK Wealth Planning

Investment Wrappers (ISA, EIS & VCT) in UK Wealth Planning

Faisal Sheikh

25 years: Wealth and risk management specialist

In this three-part video series, Faisal examines the primary investment vehicles used by wealth management firms to service their clients' needs. The primary investment vehicles that he discusses are investment wrappers, pensions, and trusts. In this video, he will start with the first of those, investment wrappers, which are often referred to as just "wrappers" within the industry.

In this three-part video series, Faisal examines the primary investment vehicles used by wealth management firms to service their clients' needs. The primary investment vehicles that he discusses are investment wrappers, pensions, and trusts. In this video, he will start with the first of those, investment wrappers, which are often referred to as just "wrappers" within the industry.

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Investment Wrappers (ISA, EIS & VCT) in UK Wealth Planning

9 mins 36 secs

Overview

Investment wrappers are government approved schemes to encourage affluent people to save and also provide investment capital into smaller businesses, whilst reducing their tax burden. In this video, we will look at the typical UK wrappers which include Individual Savings Accounts (ISAs), Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EIS). One of the main benefits of these wrappers is that income can arise on the investments within it and these can be tax free. Additionally, the investments within a wrapper can also be bought and sold without capital gains tax arising.

Key learning objectives:

  • Understand the key characteristics and benefits of an ISA

  • Understand the key characteristics and benefits of a VCT

  • Understand the key characteristics and benefits of an EIS

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Summary
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Expert
Faisal Sheikh

Faisal Sheikh

Faisal is a wealth management professional has spent almost 30 years working in the field of risk management, risk control, internal auditing in the financial services and public sector. Most recently, Faisal was the Head of Risk for the Wealth Management business of UBS in the UK. He has also extensive international experience across Europe, the Americas, Asia and Africa. He has also a served as CISI operational risk expert panel member.

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