Shoreditch Business School

Personal Tax (AAT Level 4)

Work towards gaining a recognised AAT qualification with this Personal Tax unit.

Qualification type: Module

Course level: 4

Cost: £800 per person

Group discounts available

Accounting and Finance In person

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Course details

AAT Level 4 is a critical qualification for those looking to specialise in financial management or become chartered accountants.

The AAT Level 4 Personal Tax module develops advanced knowledge of the UK personal taxation system and its practical application. Learners gain the skills to accurately calculate personal tax liabilities and understand how individuals can legally reduce their overall tax exposure. The course covers Income Tax, Capital Gains Tax and Inheritance Tax, alongside residency rules and ethical considerations. As an optional unit within the AAT Level 4 Diploma in Professional Accounting, it is ideal for those working in, or aspiring to progress into, tax or accountancy roles.

The fee for this module covers all essential costs to complete Personal Tax Level 4, including exam fees and AAT registration. If you are already registered with AAT, please contact us directly for the reduced module price.

Key Information

2026 Course Dates:

19th January – 30th April
Tuesdays & Thursdays 6pm-9pm
In-Person, Hackney, London

Personal Tax: Key Topics

Income Tax and National Insurance
Capital Gains Tax
Inheritance Tax
Residence and Domicile
Tax Planning and Compliance
Ethical and Professional Considerations

Learning Outcomes

Understand principles and rules that underpin taxation systems.
Calculate UK taxpayers’ total income.
Calculate Income Tax and National Insurance contributions (NICs) payable by UK taxpayers.
Calculate Capital Gains Tax payable by UK taxpayers.
Understand the principles of Inheritance Tax.

This unit contributes towards completion of the AAT Level 4 Diploma in Professional Accounting and progression to Chartered accountancy qualifications such as ACCA, ACA, CIMA.

Assessment

Computer-based exam with a Pass mark of 70%. The exam consists of scenario based questions to test practical application.

Business benefits from this course

AAT-trained finance staff demonstrate excellence learned from practical, industry-focused qualifications. Elevate your finance team with our industry-leading accounting qualifications, maintain standards and keep ahead of vital industry developments with AAT professional membership and CPD.

How this course can benefit your career

This unit supports progression into a wide range of senior accounting and tax roles, including; Assistant Financial Accountant, Commercial Analyst, Cost Accountant, Fixed Asset Accountant, Tax Supervisor.

Why Shoreditch Business School

Our professional development courses are available online, in-person or in hybrid format. Small group sizes and focused sessions ensure meaningful learning and direct application to the workplace.

Every programme is led by expert faculty who combine academic depth with hands-on business experience. Their teaching bridges theory and practice, helping learners think strategically, act decisively and deliver results.

Shoreditch Business School is part of the Ofsted Outstanding New City College Group, one of the UK’s most respected further education providers. This means that every course reflects the highest academic standards and a solid understanding of what professionals and businesses need to succeed.

Our campus is strategically located between Hoxton, Shoreditch and the City of London, placing learners at the centre of one of the UK’s most dynamic business hubs.

With purpose-built teaching spaces, breakout areas and meeting rooms, the campus offers a professional environment designed to support learning, networking and connection.

Minimum Requirements

AAT Level 3 qualification (achieved within the last 3 years). Learners currently completing AAT Level 4 Diploma in Professional Accounting are eligible to apply.