This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.
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.
Sterling & Law are Independent Financial Advisers (IFAs). Kevin specialises in providing investment, pension, protection and enrolment into workplace pensions advice to individuals and businesses in the local area.
As IFAs, we are not tied to any financial institutions. This means that we are able to provide you with the best possible financial solutions to meet your needs, from the whole of the market.
Established in 1997, we have worked to provide the highest standards of advice and service by ensuring that we listen and understand what is important to you, consistently delivering a lifetime of support and advice.
Kevin Wheeler is the Ingatestone practice principal and has worked in the financial services industry for over 25 years and lived in the Brentwood area for 30 years.
Recent change in legislation means that there has never been a more important time to review your finances – take advantage of a free consultation meeting at a time that suits you.
The first meeting with us is at our cost and we are happy to come to you. All fees will be agreed with you before we start any chargeable work.
We will provide you with a free financial health check to better understand your individual circumstances and you will receive a friendly, professional service.
A regular review is provided for all of our pension and investment clients to ensure that their objectives are on track.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.