C2:L2 – FINANCIAL CALCULATIONS & TAX PLANNING FOR DECOUPLING



LEARNING OBJECTIVES

• This course is not intended to equip salespersons with the knowledge to
encourage clients to decouple. Rather the course is to equip salespersons with the
knowledge in understanding complex changes in property ownership and its tax
implications/ financial calculations. Salespersons should at no point be
encouraging their clients to decouple.

• Know what is Decoupling

• Understand the reasons why clients are considering decoupling as a way of tax
planning to reduce cost for property purchase

• Learn how to do a comprehensive calculation for decoupling through case studies

• Decoupling is not for every home owner as circumstances vary. Learn how to advise
your client on decoupling and whether decoupling will be beneficial for them

• Know the considerations and implications of decoupling

 

2 CORE CPD HOURS

Approved by the CEA for the mandatory CPD Scheme will be awarded for this workshop