Insurance & Pension Masterclass

Insurance | Pension | Medical Services

Course Overview

The insurance and pension sector faces unique tax challenges arising from insurance contracts, pension funds, medical schemes, accounting standards and evolving tax legislation. This masterclass equips participants with practical skills to identify tax risks, strengthen compliance and confidently manage industry-specific tax obligations.

The modules

  • Module 1: Tax & Legal Framework for Insurers & Pension Funds
  • Module 2: Corporate Income Tax for Life & Non-Life Insurers
  • Module 3: Taxation of Life & Non-Life Insurance
  • Module 4: Withholding Taxes in Insurance and Pension Sectors
  • Module 5: VAT in Insurance & Pension Transactions
  • Module 6: Taxation of life Products, Annuities & Pension
  • Module 7: Capital Gains Tax in the Insurance & Pension Sectors
  • Module 8: IFRS vs Taxation (including IFRS 17)
  • Module 9: Reinsurance & Cross-Border Issues
  • Module 10: Compliance, Governance & Audits

Start Date: 12 August 2026 

End Date: 09 October 2026

Duration: 8 Weeks

Fee Per Person: USD280

Venue: Online