|
The programme assumes the individual is a high rate tax payer, is likely to be involved in the purchase and sale of assets eg, unit trusts, shares, etc and will undoubtedly have an inheritance tax problem on death.
The course consist of a 90 minute general module:
- Capital taxes
- Portfolio management. The guide to its benefits and pitfalls.
- Maximising pension entitlement, where there have been changes of employment and changes of company.
- Income tax mitigation
There are also four optional 90 minute specialist modules incuding:
- The basic principles of portfolio management. General and economic factors which effect portfolio choices. Charging structure of various investment products and how to avoid them.
- The personal business plan. We invite delegates to consider themselves to be stewards of their own personal financial life. Am I doing everything I can? We help them create their own financial strategy.
- Tax management. Can I benefit from being an employed person? Can I avoid capital taxes? Can I avoid inheritance taxes? It is estimated that if one takes in to account income tax, national insurance contributions, VAT, local authority rates, excise duty, that for every pound the high rate tax payer earns only fifteen pence is for him to spend. Can this problem be tackled?
- Analysis of Risk & Reward. Understanding what is meant by risk in this context. An A-Z of domestic and non domestic investments.
To find out more contact 08000 933 214 or administration@retirementfoundation.co.uk
|
Home
