Welcome to the Xenia Learning Portal, your go-to resource for understanding key financial subjects that are commonly considered when producing suitability reports. Here, you'll find a collection of informative videos and detailed explanations designed to enhance your knowledge and support the decision-making process for financial planning. Whether you're looking to dive into the nuances of tax planning, investment strategies, or pension options, this portal provides essential insights to keep you well-informed and empowered in your financial decision-making.

Can Your Property Fund Your Retirement? Downsizing & Equity Release
Are Pensions Still Tax-Efficient? The 2027 Pension Tax Changes
Pension Recycling
UK 2024 Budget
Critical Illness Cover
NHS Pension
AIM Shares & UK Inheritance Tax
The use of LISAs in retirement planning
Investment Options for Children
Inheritance Tax mitigation strategies
How to Manage Investment Risk in a Volatile Market
Why tax-Efficient Investments Beat Property Investments
Why Make Pension Contributions?
What is an ETF? How do they work? And why do they beat Active Fund Managers?
Lump Sum Investment or Regular contributions – Which is best?
What is the UK State Pension?
How does Pension Drawdown work?
What is Salary Sacrifice?
What is the Personal Allowance Trap?
What are the benefits of forming a limited company?
What is Capital Gains Tax?
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