At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.
Associate members are experienced alumni members who have successfully completed an ifs BSc (hons) degree or Associateship qualification and undertaken a programme of post-qualification Continuing Professional Development.
This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
Ablestoke Wealth Management uses the latest technology which enAbles us to deliver clear, efficient advice together with value for money. With over 17 years industry-experience, Owen is a Chartered Associate of the London Institute of Banking and Finance and has build up a successful client base offering very positive testimonials. Owen is there for you and is very approachable and can be reached directly on <phone number hidden> and will respond within 24hrs from making an enquiry. enAbleing your life is our passion. Owen also likes to contribute back and regularly talks in schools in North London and allows students to work shadow. Owen also sits on the City Wire Market Intelligence research panel, giving insight back to the investment world.
Financial planning is a journey and not a destination. We build long term relationships with our clients and make them confident throughout their lives'. Initially we confirm in concept the action plan and then highly qualified and tailored advice brings that plan to life. These are then reviewed on a regular basis to ensure continued appropriateness to your needs and the ever changing world we live in. Client communication and service are at the heart of our business, we are here to make your life better.
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