What do I get?

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

What do I need?

• 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.