Course overview
In the current economic climate, it is more important than ever to understand your financial priorities and make sure that you can make money work for you. Over the course of this two-week Wealth Management course, LAT will help you to achieve your specific financial goals.
Through a combination of pre-recorded lectures and live interactive sessions, our specialist tutors will help you to understand the concepts of wealth management, tax planning and long-term investing.
A range of topics will be covered including the benefits of receiving financial advice, HMRC-approved solutions, and allowances to defer or reduce tax liability, and how to save for retirement. In addition, if you are a business owner, this course will guide you on how to maximise profit extraction.
Delivered by an experienced professional, you’ll learn through a combination of theoretical and practical applications, with lectures including case studies and examples to illustrate the techniques taught.
What you'll learn
- Understand the concepts of wealth management and need for advice
- Appreciate the objectives and benefits of long-term investing
- Learn how to organize their income and assets to minimise tax liabilities
- Recognise the various solutions available to reduce exposure to inheritance tax
- Understand how financial planning can benefit business owners
Recognition
Study method
- Online
- Blended
- In-class
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Duration study load
- 2 weeks
Entry requirements
Entry requirements for all LAT programmes:
- A completed and signed application form
- A copy of your passport/proof of ID / Birth Certificate
- Entry requirements for all LAT programmes of two weeks or more:
- A scanned copy of a recent passport-sized colour photograph
- Proof of education qualifications
- Proof of English proficiency, if required
- Note: All documents are to be provided in English. Where documents are not in English, you will also need to provide a certified translation of any such documents.
International Students
- Scanned copies of your diplomas and certified translation
- Scanned copies of your certified transcripts
- Proof of English language proficiency IELTS 5.5 or equivalents
- Candidates who studied for an undergraduate degree in the medium of English in a majority English – speaking country can provide a letter from their university confirming this as evidence of their English proficiency.
All other students:
- A minimum level 3 qualification or an interview with our Academic Dean, Paddy Osborn
- Fully completed LAT application form
Flexible study options
With students in mind, we offer flexibility with all of our courses. We have developed our online delivery methods to enable continued interaction for all students, to enable you to extract the maximum benefit from whichever course you choose.
- Study online through a series of pre-recorded and live interactive online sessions
- You can pause and restart your course at any time
- You can upgrade from one course to another by just paying the difference in course fees, not the whole fees for both courses
Subjects
- The importance of financial advice
- Protection solutions
- Tax reliefs, allowances and exemptions
- Asset classes
- Investing through market volatility
- Attitude to risk and capacity for loss
- Tax-efficient investment vehicles
- ISAs, unit trusts and investment bonds
- Investing for the long-term
- Tax planning with EIS and VCT
- Preparing for retirement
- Pension Freedom
- Reasons to contribute to a pension
- Annual and Lifetime allowance
- Tax relief on contributions
- Corporate contributions
- Inheritance tax concerns
- Main residence considerations
- Nil rate bands
- Gifting and use of Trusts
- Downsizing provisions
- Business Relief
- Corporate services
- Offshore assets
- Business succession
- Non-UK domicile
- Business and shareholder protection
- Year-end planning
- Long-term care
- Case studies
About London Academy of Trading
The London Academy of Trading (LAT) is an award-winning, dual-accredited provider of financial trading education and was the first academy in the UK to offer accredited and regulated qualifications in trading. We pride ourselves on providing practical and vocational trading training courses, developed to help individuals to invest or trade in financial markets, or for those looking to enhance their employment opportunities within financial markets.
We help our learners apply their knowledge in a real-world, real-time environment, understanding the fundamental and practical aspects of trading. Since our creation in 2010, we have focused on four specific pillars of knowledge to help students improve their skills and understanding: fundamental analysis, technical analysis, trading psychology and risk management.
