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Overview
Delegates of this Wealth Management programme from London Academy of Trading 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
Course objectives:
- 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
Programme Structure
This course contains:
- The importance of financial advice
- Protection solutions
- Tax reliefs, allowances and exemptions
- Asset classes
- Investing through market volatility
- Attitude to risk and capacity for loss
- Tax-efficient investment vehicles
- ISAs, unit trusts and investment bonds
- Investing for the long-term
- Tax planning with EIS and VCT
- Preparing for retirement
- Pension Freedom
- Inheritance tax concerns
- Main residence considerations
- Offshore assets
- Business succession
Key information
Duration
- Full-time
- 14 days
- Part-time
- 14 days
Start dates & application deadlines
- StartingApply anytime.
Language
English
IELTS 5.5
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Delivered
On Campus, Blended, Online
Campus Location
- London, United Kingdom
Disciplines
Finance View 121 other Short Courses in Finance in United KingdomWhat students do after studying
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Academic requirements
We are not aware of any specific GRE, GMAT or GPA grading score requirements for this programme.
English requirements
IELTS 5.5
Prepare for Your English Test
Cathoven AI IELTS Preparation AI-powered IELTS feedback. Clear, actionable, and tailored to boost your writing & speaking score. No credit card or upfront payment required.
- Trusted by 300k learners
- 98 accuracy using real exam data
- 4.9/5 student rating
Other requirements
General requirements
- A completed and signed application form
- A copy of your passport / proof of ID / Birth Certificate
- Entry requirements for all LAT programmes of two weeks or more:
- A scanned copy of a recent passport-sized colour photograph
- Proof of education qualifications
- Proof of English proficiency, if required
Note: All documents are to be provided in English. Where documents are not in English, you will also need to provide a certified translation of any such documents.
International Students- Scanned copies of your diplomas and certified translation
- Scanned copies of your certified transcripts
- Candidates who studied an undergraduate degree in the medium of English in a majority English – speaking country can provide a letter from their university confirming this as evidence of their English proficiency.
- A minimum level 3 qualification or an interview with our Academic Dean, Paddy Osborn Fully completed LAT application form
Tuition Fees
Tuition fees are shown in and the most likely applicable fee is shown based on your nationality.
-
International Applies to you
Applies to youNon-residents336 GBP / full≈ 336 GBP / full -
Domestic Applies to you
Applies to youCitizens or residents336 GBP / full≈ 336 GBP / full
Additional Details
- AUD 675/GBP 336
Living costs
London
United Kingdom
1137 - 2157 GBP / month
The living costs include the total expenses per month, covering accommodation, public transportation, utilities (electricity, internet), books and groceries.
Funding
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