In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.
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.
This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.
Hall Financial Planning LLP is a small family practice providing progressive financial advice in the areas of investment, retirement and inheritance tax planning and 'holistic wealth planning'. We are independent and work on a fee basis, the level of which is agreed at outset.
The initial meeting is at our cost and is designed to allow both parties to ask questions and for us to understand your needs without obligation.
We aim to provide financial peace of mind, allowing our clients to concentrate on other aspects of their lives. We will invest a great deal of time in really understanding our client's objectives and together, build a plan to achieve them. Providing income, creating capital growth, tax mitigation and legacy planning are the areas in which we specialise and our focus is to achieve this with the least amount of risk.
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