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Pension funding
These modules will help you understand how much your clients can pay in to their pensions and what factors may restrict funding.
Pension transfers
These modules will help you understand the rules around pension transfers, how transfer values are determined and the key things to consider before transferring pension benefits.
Personal taxation
These modules will help you understand how your clients' income, gains and estate are taxed.
Investment bonds
These modules will help you understand how investment bonds are taxed in the hands of your individual, trust and corporate clients.
ISAs, unit trusts and OEICs
These modules will help you understand the rules on tax incentivised savings and how your client's savings will be taxed.
Trusts
These modules will help you understand the different trust options, their suitability and the taxation of the settlor, trustees and beneficiaries.
Taking pension benefits
These modules will help you understand when pension benefits can be taken and the various retirement income and lump sum options available.