IFP adds financial planning workshops

The ‘personal financial planning’ workshop will be held on 17 October and is aimed at people preparing to take the IFP fellowship exams and at financial planners who want a technical refresher. It will cover income tax calculations, different types of savings income, CGT basics, inheritance tax, taxation of trusts and taxation on chargeable events. The ‘planning for business owners’ workshop will occur on 18 October and will work through the case study of a typical family company, progressing through the exit planning for the husband and wife owners, the purchase of the company by two...