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Wealth Management
Design and run a long-horizon portfolio. Allocation, rebalancing and tax-aware decision-making.
8 weeksduration22lessonsCertificateon completion
What you'll learn
- Understand the concepts of wealth management and the need for advice
- Appreciate the objectives and benefits of long-term investing
- Learn how to organise 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
