Tag: financial planning

Inheritance Tax, Trusts and Estates

What you will study An introduction to inheritance tax (IHT): the concept of “a transfer of value”, IHT bands, rates, exemptions and chargeability   Domicile and deemed domicile status for taxation purposes IHT reliefs for business property and agricultural property, fall-in-value…

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Personal Financial Planning

What you will study Consumer and retail market factors and trends  Financial protection planning and solutions Fundamentals of financial planning Analysis of personal financial standing and goals Pension schemes: Defined Benefit (DB) and Defined Contribution (DC) schemes External factors influencing…

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