Wealth Management

This course focuses on developing your understanding of wealth management, tax planning and longer-term investing.

Delegates will be introduced to the benefits of receiving financial advice, techniques to maximise 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 into 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, VCT 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 minimise tax liabilities
• Review financial planning for business owners

Our specialist tutor has many years of experience and can give you the latest advice to make your money work harder for you and to ensure you are utilising HMRC-approved solutions and allowances to defer or reduce a tax liability. At different times of your life, your priorities will change and you’ll need to make your money work in a variety of different ways, so this course helps you understand how to achieve your specific financial goals.

This course will be delivered over a two-week period, with access to pre-recorded video lectures, complimented by four live interactive sessions.