Long term care and what paraplanners should know about it
Learning objectives
During the session we covered…
- Powers of Attorney
- Working with attorneys
- Care fees planning case studies
Are you up to date with your top slicing relief knowledge.
Learning objectives
During the session we covered…
- Chargeable event gains
- Simple top slicing relief calculation
- Where dividends are paid What to do with more than one gain
Long term care and what paraplanners should know about it
Learning Objectives
During the session we covered…
- Appreciating the divide between health and social care
- Recognising how care needs and financial assessments work
- The privately funded options for care funding
- Evaluating the issues of possible deliberate deprivation of assets
Long term care and what paraplanners should know about it
Learning Objectives
During the session we covered…
- Assessing the size and potential for advice in the care market
- Analysing the longevity and demographic issues in the UK
- Evaluating the government proposals for dealing with health and social care
A team of paraplanners and an expert look at three cases studies with IHT and trusts at the heart of them.
Learning objectives
During the session we covered…
- The client’s background and objectives
- The most important facts and issues
- The various options A potential solution with rationale
Learn more about the UK trust registration service requirements for UK taxable trusts and UK express trusts.
Learning objectives
During the session we covered…
- The Trust Registration Service
- Taxable trusts
- Non-taxable trusts
- How to register
- Policies issued from Ireland
A deep dive into a trust deed and the information and points paraplanners should look out for.
Learning objectives
During the session we covered….
- Why are you reading the deed?
- What kind of trust is it?
- Who is involved?
- Who is entitled to what?
- Trustees’ investment responsibilities
A team of paraplanners and an expert dissect a case study looking at IHT and the Deed of Variation.
Learning objectives
During the session we covered…
- How to calculate excess income for IHT
- How to calculate a detailed IHT liability statement
- Understanding the main IHT planning strategies and the pros and cons of each
- Understanding how a Deed of Variation can work and the tax implications
A refresher on the basics of investing.
Learning objectives
During this session we covered…
- Putting the client at the centre
- Different investment styles
- What is passive investing and when does it work?
- What is active investing and when does it work?
- Portfolio building blocks
- Correlation and diversification
- Measuring risk and returns
- Benchmarking
A refresher on the basics of investing.
Learning objectives
In this session, we covered…
- Saving vs investing
- Jargon busting
- Inflation and why it’s important
- Why invest?
- Different asset classes
- Risk vs reward