We received the good news this morning that our financial planning director Andrew Neligan has passed his latest exam, JO3: The tax and legal aspects of business.
This examination from the Chartered Insurance Institute (CII) aims to develop an understanding of corporate taxation and businesses.
Content covered by this examination included:
- the main legal forms of business and how they are set up and managed;
- the consequences of bankruptcy or insolvency;
- business accounts and financial controls;
- the taxation of each type of business entity, its owners and employees;
- the main legal responsibilities businesses have to employees, suppliers and customers;
- the use of insurance and associated trust and legal arrangements in business protection;
- the main uses of pensions for business planning.
Whilst Andrew is already a Chartered Financial Planner and Certified Financial Planner (CFP) professional, here at Informed Choice we believe in the importance of lifelong learning.
Studying for and passing this examination will give Andrew the technical knowledge and skills important when working with business owners to help them realise their financial and personal goals.
