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Certificate in Personal Tax Planning

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2 months to complete
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Overview

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Learning outcomes

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Course content

1

Personal Tax Planning Fundamentals

2

Income Tax Calculations

3

Capital Gains Tax

4

Inheritance Tax

5

Tax Relief And Allowances

6

Tax Planning For Individuals

7

Taxation Of Investments

8

Taxation Of Employment Income

9

Pension Taxation

10

International Taxation

Career Path

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Key facts

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Why this course

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People also ask

Everything you need to know before you start

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Learn on your time
Certificate
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We offer immediate access to our course materials through our open enrollment system. This means:

  • The course starts as soon as you pay the course fee, instantly
  • No waiting periods or fixed start dates
  • Instant access to all course materials upon payment
  • Flexibility to begin at your convenience

This self-paced approach allows you to begin your professional development journey immediately, fitting your learning around your existing commitments.

We offer two flexible learning paths to suit your schedule:

  • Fast Track: Complete in 1 month with 3-4 hours of study per week
  • Standard Mode: Complete in 2 months with 2-3 hours of study per week

You can progress at your own pace and access the materials 24/7.

There are no formal entry requirements for this course. You just need:

  • A good command of English language
  • Access to a computer/laptop with internet
  • Basic computer skills
  • Dedication to complete the course
Ready when you are
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Assessment is done through:

  • Multiple-choice questions at the end of each unit
  • You need to score at least 60% to pass each unit
  • You can retake quizzes if needed
  • All assessments are online

Upon successful completion, you will receive:

  • A digital certificate from London School of Planning and Management
  • Option to request a physical certificate
  • Transcript of completed units
  • Certification is included in the course fee
Open enrolment · Start today

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Why people choose us for their career

Trusted by professionals worldwide

Verified outcomes from learners who finished the course and put it to work.

4.5
Based on 4 learner reviews · 4 countries
98%
Would recommend
100%
Verified learners
2026
Cohort active
Completed from United Kingdom
EP
Emily Patel
GB · Course completed

I recently completed the Certificate in Personal Tax Planning at Stanmore School of Business and I must say, it's been a game-changer for my career. The course content was incredibly comprehensive and covered all aspects of personal tax planning, from income tax to capital gains tax. The practical examples and case studies helped me understand the concepts better and I was able to apply them to real-life scenarios. The course materials were of high quality and the instructors were knowledgeable and supportive. I achieved my learning goals and gained a deeper understanding of personal tax planning, which has already started to benefit my clients. I would highly recommend this course to anyone looking to enhance their skills in this area.

RJ
Rohan Jensen
US · Course completed

I took the Certificate in Personal Tax Planning course at Stanmore School of Business and it was a solid experience. The course covered a lot of ground, from tax planning strategies to tax law and regulations. I liked that the course included interactive exercises and quizzes, which helped me stay engaged and retain the information better. The instructors were pretty responsive to questions and the course materials were well-organized. One thing that I found particularly useful was the section on tax planning for different types of investments - it really helped me understand how to optimize my clients' investment portfolios. Overall, I'd recommend this course to anyone looking for a comprehensive introduction to personal tax planning.

AM
Ava Moreno
ES · Course completed

Oh my goodness, I'm so thrilled to have completed the Certificate in Personal Tax Planning at Stanmore School of Business! The course was absolutely fantastic and exceeded my expectations in every way. The instructors were passionate and knowledgeable, and the course materials were top-notch. I loved that the course included real-life examples and case studies, which made the concepts feel more tangible and relevant. I gained so much practical knowledge and skills from this course, including how to create effective tax plans and how to navigate complex tax laws and regulations. The course was also really well-structured and easy to follow, which made it easy to stay on top of the coursework. I'm so grateful to have had this experience and I would highly recommend it to anyone looking to boost their skills in personal tax planning!

LC
Liam Chen
AU · Course completed

I completed the Certificate in Personal Tax Planning at Stanmore School of Business and found it to be a detailed and informative course. The course content was well-researched and covered a wide range of topics, from tax planning principles to tax compliance and risk management. I appreciated that the course included a range of learning materials, including video lectures, reading assignments, and interactive exercises. The instructors were also very thorough in their explanations and provided plenty of examples to illustrate key concepts. One area where I felt the course really delivered was in its coverage of tax planning for small businesses - it was really helpful to learn about the different tax strategies and options available to entrepreneurs and small business owners. Overall, I'd recommend this course to anyone looking for a comprehensive and detailed introduction to personal tax planning.





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Recently updated!

March 2026