One of our clients is organising an exam based revision day to be run by Neil Dickey, a fellow of the Personal Finance Society (PFS) and a Chartered Financial Planner. Neil is one of the UK’s most qualified and respected names in financial planning. Having started his career as an adviser, he has also worked as a paraplanner and more recently a freelance technical author and trainer.
Neil is running a free AF7 day organised by Fidelity on Thursday 29th March, and Friday 30th March is the additional day to develop further information presented on the course.
It is essential that you register and attend day 1 here.
Day 2 is being organised by Michael Carrick from Carrick Financial Management (CFM). The cost will be a maximum of £200 depending on numbers. CFM will underwrite the day but if there are sufficient attendees the cost will come down.
You can contact Michael to discuss any aspects of the course via telephone on 0191 2170007 or his email which is michael@carrickfinancialmanagement.net
Budget Announcement: Stamp Duty Land Tax & Capital Gains Tax Changes
Doug McFarlane Suitability 2024, Budget, content management, Mortgage, PI, Suitability Review, Template Enhancement, Update
Following the Chancellor’s budget announcement on 30th October 2024, we have updated ATEB Suitability to reflect the changes in Stamp Duty Land Tax (SDLT) and Capital Gains Tax (CGT) rates. The revised SDLT rates are available in the optional Glossary of Terms when making Mortgage Recommendations. For CGT, the updated rates can be found in […]