Wealth Management

11 May 2026

2 Weeks

From £349

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Financial Trading Scholarship

We are thrilled to be able to offer a 30% Scholarship towards any of our courses to the following individuals.

  • Members of the emergency services, NHS or social sector
  • Job Seekers
  • Individuals with Refugee Status
  • Blue Light Card Holders
  • Past and present members of the Military Services

To find out more about this great opportunity, click here to know the scholarships on trading courses.

*T&Cs Apply

Free $20,000 Live Trading Account Challenge

Every LAT student will be offered a free $20k Challenge at the completion of their chosen LAT trading course

  • We’ll send your $20k Challenge invitation (sponsored by the5ers) when you complete your LAT course.
  • You’ll complete the Challenge on a demo account with clear profit targets and risk limits.
  • If you pass the Challenge, you’ll be given a $20,000 live account, keeping up to 100% of your profits.

*Funded Trader Audition T&Cs 

This course, priced at £349 (was £499), 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.

Entry Requirements
  • Understand the concepts of wealth management and need for advice
  • Appreciate the objectives and benefits of long-term investing
  • Learn how to organize their income and assets to minimise tax liabilities
  • Recognise the various solutions available to reduce exposure to inheritance tax
  • Understand how financial planning can benefit business owners

Need for Advice

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

Investment Planning

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

Portfolio selection

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

Retirement Planning

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

Estate Planning

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

Other Planning

  • Case studies
  • Corporate services
  • Offshore assets
  • Business succession
  • Non-UK domicile
  • Business and shareholder protection
  • Year-end planning
  • Long-term care

Benefits of Studying at LAT

The London Academy of Trading (LAT) is an award-winning, triple-accredited educator providing vocational programmes in financial markets trading. We pride ourselves on being the most trusted trading skills educators, helping our students improve their career prospects or supplement their income through trading.

Flexible Study Options

Flexibility

Fit your studies around your daily commitments with online, face-to-face or blended learning classes

Study Method Choice

Support

Our experienced mentors are available 10 hours a day, from Monday – Friday to provide you with expert advice

Live Trading Platform

Accreditations

We offer BAC and CPD-accredited courses which will effectively develop your understanding of financial market trading

Expert Mentoring Support

Central London Location

Our programmes include practical trading sessions on our live trading floor in central London

Interactive Daily Webinars

Expert Faculty

Benefit from our expert faculty, comprised of experienced traders and analysts from major financial companies including HSBC and Bloomberg

Trustpilot

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Accreditations and Certifications

  • bac
  • abe
  • cpd
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