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.
Henley Retirement Planning are Pension Transfer Specialists. We focus largely on assisting clients to understand and access the PENSIONS FREEDOMS introduced in the April 2014 budget to start in the 2015/2016 tax year This includes help with transferring pensions, setting up new schemes and on-going management of funds before and during drawdown. We keep our overheads low which allows us to keep our charges very competitive. We are happy to meet with you at your home or place of work or at our office in Culham. We work on a fee basis, usually a percentage but with maximum and minimum limits. Charges made clear and agreed before any are incurred. There is no charge for the first meeting.
Our specialist advice areas include:
• Pension Transfer Advice including Final Salary (DB) schemes.
• Retirement Planning
• Wealth Management
• Inheritance Tax Planning
• Long term investing
126G Culham No 1 Site, Station Road, Culham, Oxfordshire, OX14 3DA
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