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
This examination assesses a knowledge and understanding of investment products and the risks involved.
Lamb & Associates are lifestyle financial planners. With 26 years in business and a host of professional and industry qualifications you can be confident you have found a reliable team who will offer realistic planning and robust advice.
Many people now expect to live to a great age and to enjoy a standard of living undreamed of in earlier times. In practice this will only be possible if they arrange their affairs so that they will be financially independent and able to afford their desired lifestyle.
We will review your existing arrangements and prepare clear financial statements showing your current and future cash flow and net worth. You have to know where you are now before deciding what needs to be done to achieve your future aspirations. We will help define and cost your desired lifestyle and will use our sophisticated specialist software to create a computer model of your arrangements so that alternative courses of action can be explored and a plan developed which meets your objectives.
Money management is now a full time occupation and financial planning has become essential for anyone who is serious about achieving financial independence and living the life they’ve always dreamed of.
We help our clients organise their affairs, create and protect capital and achieve their desired lifestyle. Our advice is pro-active, independent and objective.
We help you improve the quality of your life through better planning of your investments, your business and your financial and tax arrangements. Some people feel their lives have become unbalanced and they are not enjoying the quality of life that they desire. They have assets but insufficient cash, the fun has gone out of much of what they do and they want to develop their lives in a slightly different way. We can help do this.
Unit 1, Meadowfield Court, Ponteland, Newcastle Upon Tyne, NE20 9SD
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