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Wealth Management

Objectives

  • Delegates will be introduced to the benefits of receiving financial advice, techniques to maximize tax exemptions and allowances, saving for retirement, profit extraction for business owners, and fundamentals of long-term investing. This course is ideal for individuals looking to:
  • Select a suitable investment portfolio
  • Appraise different investment wrappers
  • Contribute to and draw down a pension
  • Assess the range of protection policies
  • Assist with estate planning, primarily mitigating an inheritance tax liability
  • Evaluate tax-efficient solutions including EIS, VAT, and Business Relief
  • Consider different trust structures and whey they should be used
  • Examine the reliefs, allowances, and exemptions available to individuals
  • Identify strategies to defer or minimize tax liabilities
  • Review financial planning for business owners
  • Understand the concepts of wealth management and need for advice
  • Appreciate the objectives and benefits of long[1]term investing
  • Learn how to organize their income and assets to minimize tax liabilities
  • Recognize the various solutions available to reduce exposure to inheritance tax
  • Understand how financial planning can benefit business owners

Target Audience

Course Modules

Module 1: Need for Advice

  • The importance of financial advice
  • Protection solutions
  • Tax reliefs, allowances, and exemptions

Module 2: Investment Planning

  • Asset classes
  • Investing through market volatility
  • Attitude to risk and capacity for loss
  • Tax-efficient investment vehicles

Module 3: Portfolio selection

  • ISAs, unit trusts, and investment bonds
  • Investing for the long-term
  • Tax planning with EIS and VCT

Module 4: Retirement Planning

  • Preparing for retirement
  • Pension Freedom
  • Reasons to contribute to a pension
  • Annual and Lifetime allowance
  • Tax relief on contributions
  • Corporate contributions

Module 5: Estate Planning

  • Inheritance tax concerns
  • Main residence considerations
  • Nil rate bands
  • Gifting and use of Trusts
  • Downsizing provisions
  • Business Relief

Module 6: Other Planning

  • Corporate services
  • Offshore assets
  • Business succession
  • Business and shareholder protection

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    Program Schedules : Session Starts From

    9th July 2021

    Online Live

    23rd July 2021

    Classroom

    Wealth Management

    • Delegates will be introduced to the benefits of receiving financial advice, techniques to maximize tax exemptions and allowances, saving for retirement, profit extraction for business owners, and fundamentals of long-term investing. This course is ideal for individuals looking to:
    • Select a suitable investment portfolio
    • Appraise different investment wrappers
    • Contribute to and draw down a pension
    • Assess the range of protection policies
    • Assist with estate planning, primarily mitigating an inheritance tax liability
    • Evaluate tax-efficient solutions including EIS, VAT, and Business Relief
    • Consider different trust structures and whey they should be used
    • Examine the reliefs, allowances, and exemptions available to individuals
    • Identify strategies to defer or minimize tax liabilities
    • Review financial planning for business owners
    • Understand the concepts of wealth management and need for advice
    • Appreciate the objectives and benefits of long[1]term investing
    • Learn how to organize their income and assets to minimize tax liabilities
    • Recognize the various solutions available to reduce exposure to inheritance tax
    • Understand how financial planning can benefit business owners
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