This product comprises the complete set of 8 e-Workbooks at a reduced prices. Each workbook can also be purchased individually.



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At the end of this unit, candidates should be able to demonstrate an understanding of:

• the basic structure of the tax system and self-assessment;

• when and how Income Tax is applied to different types of income;

• when and how National Insurance contributions apply to employed and self-employed income;

• when and how Capital Gains Tax applies to an individual's gains;

• the tax treatment of different kinds of investments;

• when and how Inheritance Tax applies;

• the impact of an individual's residence and domicile status on liability to UK tax

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At the end of this unit, candidates should be able to demonstrate an understanding of the:

• the structure of a trust and the role of the settlor, trustees and beneficiaries;

• how trusts are created, the rules that govern them and their main uses;

• the rules covering the investment of trust assets and the administration of trusts;

• substituted decision making, the impact of loss of mental capacity and related procedures;

• the consequences of making a will and of dying intestate;

• the bankruptcy rules and the role of the trustee in bankruptcy;

• how trusts are subject to tax and how a liability can fall to the settlor, trustees or beneficiaries;

• how life assurance policies and certain pension benefits can be placed in trust and the tax and other implications;

• the need to review trusts regularly.

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At the end of this unit, candidates should be able to demonstrate an understanding of:

• the main legal forms of business in the UK;

• the main principles of business accounting and the interpretation of accounts for each of the main legal forms of business;

• the main internal and external options for financing a business;

• the impact of employment law on business;

• the main principles of business protection insurance;

• the principles and application of the following taxes and allowances in the business context:
* Income Tax;
* National Insurance contributions;
* Corporation Tax;
* Capital allowances;
* Value Added Tax;
* Capital Gains Tax;
* Inheritance Tax.

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At the end of this unit, candidates should be able to demonstrate an understanding of the:

• the HM Revenue and Customs (HMRC) tax regime for pensions with particular reference to the accumulation of retirement funds;

• the State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension;

• the legal framework for pensions;

• the features of defined contribution pension schemes;

• the features of defined benefit pension schemes;

• the choices faced by early leavers and the use of transfer value analysis;

• key issues in pension accumulation.

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At the end of this unit, candidates should be able to demonstrate an understanding of the:

• the rules that apply to retirement benefits at the date that they are crystallised;

• in detail the features, tax treatment and risks of the secured pension option;

• in detail the features, risks and tax treatment of the unsecured pension available up to age 75;

• in detail the features, risks and tax treatment of phased retirement up to age 75;

• in detail the features, risks and tax treatment of the alternatively secured pension available at age 75;

• the use of the critical yield in advising on Income Withdrawal and its implications for investment;

• the benefits available when an investor is in ill health;

• the State retirement benefits available;

• the issues in giving initial and ongoing advice on taking pension benefits to clients.

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At the end of this unit, candidates should be able to demonstrate an understanding of:

• fundamental economic issues;

• the main principles of portfolio risks and returns;

• how to establish client objectives and constraints;
* the main principles governing how to construct an investment portfolio;

• the risks and returns of cash, debt investments, equities and property;

• the risks and returns from alternative investments and derivatives;

• the portfolio construction process and asset allocation;

• how to assess investment portfolio performance and investment management services.

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At the end of this unit, candidates should be able to demonstrate an understanding of:

• the characteristics and role of a supervisor;

• different leadership and behavioural models;

• how communication is made effective and be able to describe a range of communication methods;

• the legal and regulatory aspects of training and competence;

• how learning takes place;

• the coaching, counselling and assessing processes and the roles within them;

• the role of compliance in the sales process;

• the setting and measuring of objectives;

• management information and quality standards;

• relevant legislation in connection with employment, performance management and termination of employment.

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At the end of this unit, candidates should be able to:

• establish the adviser/client relationship

• establish clients aims, objectives and risk profile

• conduct a fact-find

• analyse client data

• formulate the financial plan and make recommendations

• monitor client circumstances

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