This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
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
John Ballantyne has been advising clients on their financial needs since 1995 and has during this time assisted clients from all ends of the spectrum, the length and breadth of Scotland and beyond.
John has a deep understanding of all his clients financial objectives and maintains a close contact with them to ensure they achieve their goals.
As Independent Financial Advisers we specialise in providing impartial financial advice on investments, retirement planning, personal and business financial protection, estate planning including inheritance tax planning and we can also assist with the planning of other forms of personal and business related taxation.
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