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Tax Strategy and Financial Planning for Beginners

CPD Accredited ! Free Certification | FREE Retake Exam | Lifetime Access | No Hidden Fees


Online Training Academy

Summary

Price
£12 inc VAT
Study method
Online, On Demand What's this?
Duration
2.3 hours · Self-paced
Qualification
No formal qualification
CPD
10 CPD hours / points
Certificates
  • Digital certificate - Free
  • Reed Courses Certificate of Completion - Free
Additional info
  • Tutor is available to students

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Overview

Jump onon a journey to financial mastery with our comprehensive tax and financial planning course. Uncover the intricacies of individual and corporate taxes, demystify accounting nuances, and navigate the complex landscape of income streams. Dive deep into capital gains, payroll intricacies, and VAT intricacies – all essential facets of fiscal expertise.

Key Features:

  • CPD Certified
  • Free Certificate from Reed
  • CIQ Approved
  • Developed by Specialist
  • Lifetime Access

Certificates

Digital certificate

Digital certificate - Included

Reed Courses Certificate of Completion

Digital certificate - Included

Will be downloadable when all lectures have been completed.

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Curriculum

1
section
12
lectures
2h 21m
total
    • 1: Module 1: Personal Taxation 09:32
    • 2: Module 2: Financial Accounting and Analysis 06:57
    • 3: Module 3: Self-Assessment Tax Filing 05:13
    • 4: Module 4: Capital Gains Taxation 13:24
    • 5: Module 5: Payer, Payroll, and Salary Administration 10:34
    • 6: Module 6: Corporate Tax Management 09:03
    • 7: Module 7: Income Tax Framework 18:17
    • 8: Module 8: Estate Tax Planning 13:56
    • 9: Module 9: National Insurance Principles 07:42
    • 10: Module 10: Value Added Tax (VAT) 12:50
    • 11: Module 11: UK Taxation Landscape 13:16
    • 12: Module 12: Advanced Income Taxation 20:03

Course media

Description

Master the art of strategic financial planning, acquiring skills to navigate the maze of national insurance and inheritance tax. Delve into the world of advanced income tax, unlocking insights that go beyond the surface. Elevate your financial acumen and gain a comprehensive understanding of the tax framework in the UK. Propel yourself towards financial success and empower your fiscal decision-making prowess.

Course Curriculum

  • Module 1: Personal Taxation
  • Module 2: Financial Accounting and Analysis
  • Module 3: Self-Assessment Tax Filing
  • Module 4: Capital Gains Taxation
  • Module 5: Payer, Payroll, and Salary Administration
  • Module 6: Corporate Tax Management
  • Module 7: Income Tax Framework
  • Module 8: Estate Tax Planning
  • Module 9: National Insurance Principles
  • Module 10: Value Added Tax (VAT)
  • Module 11: UK Taxation Landscape
  • Module 12: Advanced Income Taxation

Learning Outcomes:

  • Analyze individual tax intricacies for effective financial planning strategies.
  • Interpret financial data, honing accounting skills for insightful financial analysis.
  • Navigate self-assessment tax returns with confidence and accuracy.
  • Decode the complexities of capital gains tax for optimal financial decision-making.
  • Master the management of payee, payroll, and wages within the tax framework.
  • Gain expertise in corporation tax, ensuring compliance and financial efficiency.

Who is this course for?

  • Individuals seeking financial empowerment and strategic tax planning insights.
  • Entrepreneurs aiming to navigate the complexities of corporate taxation.
  • Professionals aspiring to enhance their understanding of income tax intricacies.
  • Small business owners looking to optimize their financial decision-making.
  • Anyone keen on demystifying inheritance tax and national insurance complexities.

Career path

  • Tax Consultant
  • Financial Analyst
  • Payroll Manager
  • Corporate Accountant
  • Inheritance Tax Advisor
  • VAT Specialist

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FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.