Studies show that companies with robust tax planning and structuring strategies can reduce their effective tax rate by 10–15% and improve cash flow efficiency by 25% compared to organizations relying solely on basic compliance approaches.
This certified program is designed to provide you with an in-depth, strategic understanding of the UK’s corporate tax framework and its interaction with international tax regimes. Fully aligned with UK corporation tax legislation and HMRC enforcement practices, this program will equip you to design tax-efficient structures while safeguarding governance, compliance, and reputational integrity. You will develop expertise over core corporation tax concepts, group and loss relief planning, cross-border structuring, transfer pricing principles, and the tax implications of mergers, acquisitions, restructurings, and financing arrangements. From residency and permanent establishment analysis to interest deductibility, CFC regimes, GAAR, and BEPS Pillar II considerations, the program will provide you with a robust foundation for leading complex tax strategy in a dynamic regulatory environment.
Beyond technical structuring, this program demonstrates how to integrate tax planning with governance, risk management, and executive decision-making. You will learn to anticipate HMRC scrutiny, strengthen substance and documentation standards, and align tax strategy with board-level governance and enterprise risk frameworks. Covering treaty planning, anti-avoidance rules, IP structuring, and tax technology, this program will use powerful case studies and a capstone simulation to refine your ability to deliver defensible, strategically aligned tax solutions.
Upon completing the program and passing the Chartered exam, you will attain the Certified UK Corporate Tax Planning and
Structuring Manager (CTM™) designation that can be used in your professional credentials. This designation will validate your expertise to lead sophisticated corporate tax planning initiatives, navigate UK and international tax complexities, and deliver resilient, compliant, and strategically aligned tax solutions within high-performing tax, finance and accounting functions.
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This program will entitle you:
Download Brochure Pricing & Registration- Experience 3 days of instructor-led live program designed to build advanced capability in UK corporate tax planning, covering corporation tax fundamentals, group and loss relief optimization, cross-border structuring, transfer pricing, financing strategies, GAAR, CFC regimes, and BEPS Pillar II implementation within the UK framework.
- Attain the industry-recognized Certified UK Corporate Tax Planning and Structuring Manager (CTM™) designation, that will validate your expertise in designing defensible tax-efficient structures, managing HMRC scrutiny, and leading enterprise-level tax governance and risk oversight.
- Gain up-to-date insight into evolving UK and international tax developments, including interest limitation rules, anti-avoidance measures, treaty-based planning, substance requirements, multinational reporting obligations, and the growing intersection of tax strategy, data analytics, and board-level accountability.
- For inquiries, chat with our Program Advisers at advisor@charteredcertifications.com or call us at
- Singapore and Asia Pacific: +65 6716 9980
- Australia and New Zealand: +61 3 9909 7310
- UK, Europe and Middle East: +44 (020) 335 57898
- Canada: +1 833 879 8820
- USA: +1 888 745 8875
Accreditations
This Certified UK Corporate Tax Planning and Structuring Manager (CTM™) designation represents a distinguished mark of excellence, validating your expertise in architecting compliant and defensible tax strategies, optimizing group and financing structures, managing international tax exposures, and delivering board-level corporate tax leadership within the UK’s evolving regulatory landscape. It is accredited by the Chartered Institute of Professional Certifications, which maintains the governing standards for all members. The CTM™ charter is a trademarked charter available only to professionals who have completed and passed this program. The certification is governed and maintained by Chartered Institute of Professional Certifications with over 90,000 members around the world. It is also endorsed by prominent associations and organizations worldwide.
The content of this program has been fully certified and accredited by CPD as adhering to Continuing Professional Principles.
What Can You Expect From This Live Program
The UK corporate tax landscape ranks among the most intricate and aggressively enforced in the world. With more than 1,200 pages of HMRC guidance, over 500 targeted anti-avoidance provisions, and the BEPS Pillar II global minimum tax now fully in force, the compliance bar has never been higher. Today’s tax, finance and accounting leaders must architect robust tax structures, anticipate regulatory scrutiny, and manage tax risk at an enterprise level.
This certified program is designed to equip you with the strategic and technical capabilities required to lead corporate tax planning and structuring within UK and multinational corporate environments. You will gain a rigorous foundation in UK corporation tax, covering core concepts, group relief, and effective tax rate management, plus advanced expertise in cross-border planning, transfer pricing, IP structuring, and M&A tax implications. Fully aligned with HMRC requirements and current UK legislative standards, this program ensures that you can design tax-efficient structures that are commercially sound, technically defensible, and governance-ready.
Beyond technical foundations, participants will develop hands-on capability in navigating the full spectrum of anti-avoidance legislation, including GAAR, CFC regimes, interest limitation rules, and debt pushdown strategies, while mastering BEPS compliance, Pillar II global minimum tax interactions, and treaty-based cross-border planning. This program will also equip you to build and defend robust transfer pricing policies, manage intra-group financing arrangements, and structure IP licensing models that preserve compliance while optimizing revenue streams. Tax risk management, internal control frameworks, audit readiness, and country-by-country reporting are examined in depth, ensuring you can lead a high-performing tax function that meets the demands of increasing regulatory scrutiny and transparency. The program culminates in a capstone project, where you will develop a holistic tax strategy for a UK corporate group, showcasing strategic thinking, technical accuracy, and advisory skills to communicate with senior leadership.
Upon completing the program and passing the Chartered exam, you will attain the Certified UK Corporate Tax Planning and Structuring Manager (CTM™) designation. This globally recognized credential will advance your career and validate your expertise to lead complex tax structuring decisions. Not only will the CTM™ credential enhance your professional credibility, but it will also expand your career opportunities and empower you to operate effective tax control frameworks, manage tax audits, and defend tax positions in an environment of increasing transparency and regulatory scrutiny.
Key Skills You Will Gain
- Corporation Tax Computation
- Group Relief Optimisation
- Transfer Pricing Policy Design
- Cross-Border Tax Structuring
- GAAR Defence & Application
- CFC Regime Navigation
- BEPS Pillar II Compliance
- IP & Intangible Asset Structuring
- M&A Tax Due Diligence
- Debt Pushdown Strategy
- Interest Deductibility Analysis
- Intra-Group Financing Design
- Treaty-Based Tax Planning
- Permanent Establishment Assessment
- Tax Risk Management
- Internal Control Framework Design
- Country-by-Country Reporting
- HMRC Audit Readiness
- Effective Tax Rate Management
- Loss Relief & Surrender Mechanics
- Rollover Relief Application
- Thin Capitalisation Analysis
- Tax Technology Enablement
- Data-Driven Tax Analytics
- Stakeholder Tax Advisory
- Capital Allowances Optimisation
- Withholding Tax Management
- Anti-Avoidance Compliance
- Substance & Economic Purpose Testing
- Royalty & Licensing Structuring
- Corporate Restructuring Tax Planning
Your Faculty Director
Neil is a distinguished UK corporate tax specialist and senior tax educator with over 25 years of experience in UK taxation, tax legislation, and strategic tax planning. A Fellow of the Chartered Association of Certified Accountants and a Chartered Tax Advisor, Neil has built a strong reputation for delivering advanced corporate tax, structuring, and compliance programmes to senior finance and tax professionals globally. He currently serves as Senior Consultant at GLOMACS and previously spent over two decades as Senior Tax Lecturer at Kaplan Professional.
Neil’s expertise is deeply rooted in UK corporate tax planning, group structuring, financial accounting alignment, and business strategy. With a background in audit and financial reporting and experience as a Finance Director. He combines technical tax precision with commercial insight—equipping professionals to design tax-efficient structures, manage compliance risk, and align tax strategy with broader corporate objectives. His clients include PwC, Deloitte, KPMG, Barclays Capital, Goldman Sachs, SABIC, and the Public Investment Fund.
An accomplished author of Advanced Tax Condensed Notes and numerous professional articles, Neil is widely recognised for simplifying complex UK corporate tax legislation into practical, defensible strategies. His training approach integrates technical mastery with governance, structuring insight, and real-world application, empowering tax leaders to navigate HMRC scrutiny, optimise corporate tax frameworks, and lead strategic tax decision-making with confidence.
Certified UK Corporate Tax Planning and Structuring Manager (CTM™) Program Agenda
Chartered Exam
At the end of the program, there will be a Chartered exam comprised of 50 multiple choice questions. Upon passing the exam, you will be accredited with Certified UK Corporate Tax Planning and Structuring Manager (CTM™) designation.
- 98% of students who have taken this exam have passed the exam successfully. Almost all professionals who have taken our courses have passed this exam and attain their Certified UK Corporate Tax Planning and Structuring Manager (CTM™) designation.
- The exam has 50 multiple choice questions, and you need to answer 25 out of 50 questions correctly to pass the exam.
- You can re-take the exam online as many times as you want, with no additional charges for retaking of exams.
- The program cost already includes the exam fees, so there are no additional charges for taking the exam.
If you have challenges passing the exam, you can secure assistance from our team and faculty leader to help you pass the exam.
Certified UK Corporate Tax Planning and Structuring Manager (CTM™) Designation
Upon successful completion of this program, you will be awarded the Certified UK Corporate Tax Planning and Structuring Manager (CTM™) designation, which may be added to your resume, CV, and other professional credentials. This industry-recognized certification carries lifelong validity.
Globally recognized and increasingly essential in today’s regulatory landscape, this certification will demonstrate your expertise in balancing tax optimization with compliance integrity, strengthening internal controls, and advising boards and senior executives on complex UK and international tax structuring decisions. It will also validate your capability to design globally resilient tax-efficient structures, navigate CFC, GAAR, and treaty complexities, and align UK corporate tax planning with multinational operational strategy. Developed by Chartered Institute of Professional Certifications, the content of this program has been independently accredited by CPD Certification Service as adhering to the highest standards of continuing professional principles.
Pricing & Registration
United Kingdom
Dates: 30 Jun - 02 Jul 2026
Venue: Online Executive Program (via Zoom)
Time: 9:00am - 4:30pm British Summer Time (BST)
| Early Bird Packages | Regular Pricing | ||
|---|---|---|---|
| By 27 Apr 2026 | By 08 Jun 2026 | After 08 Jun 2026 | |
| UK Delegates | GBP 1,495 | GBP 1,695 | GBP 1,795 |
Group Discount: 2nd participant get 10%, or register 3 participants and 4th participant get a complimentary seat (1 discount scheme applies)
Register NowDownload Brochure
You can download our program brochure below. If you have any inquiries on this program, please contact our Program Advisor at advisor@charteredcertifications.com or call us at:
- Singapore and Asia Pacific: +65 6716 9980
- Australia and New Zealand: +61 3 9909 7310
- UK, Europe and Middle East: +44 (020) 335 57898
- Canada: +1 833 879 8820
- USA: +1 888 745 8875
Convincing Your Boss To Attend This Program
Securing approval from your boss to attend this program can be difficult if you don’t know what to say. So we’ve prepared a template for you! All you need to do is to download this template, copy and paste in email and send it to your boss!
Certified UK Corporate Tax Planning and Structuring Manager (CTM™)
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