Brainscape's Knowledge GenomeTM


Top Flashcards (Certified)
All Flashcards

AF5 - October 2021

This class was created by Brainscape user Lawrence Mann. Visit their profile to learn more about the creator.

By: Lawrence Mann
Start Studying

Decks in this class (11)

Advice - Generic
Benefits of receiving and acting ...,
Describe the process that a finan...,
Describe the process an adviser c...
9  cards
Adviser Fees
Benefits of paying for adviser fe...,
Drawbacks of paying adviser fees ...,
Benefits of paying adviser fees a...
6  cards
Investments - Generic
An investment policy statement sh...,
Describe active fund management 2,
The main passive fund management ...
18  cards
Pensions and Protection - Generic
Benefits and drawbacks of death i...,
Explain how a salary sacrifice ar...,
Benefits and drawbacks of salary ...
4  cards
Technical Areas - Generic
What are the main features of the...,
Explain the duties of an executor 2
2  cards
Aim 1 - To implement a suitable strategy to enable Jim and Sandra to retire at age 65
Identify the additional informati...,
Describe how jim s maximum tax re...,
Explain to jim why he could poten...
20  cards
Aim 2 - To improve the ongoing suitability and tax efficiency of their savings and investments
Comment on the suitability of jim...,
Outline the process you would fol...,
State the information you would r...
8  cards
Aim 3 - To make a gift to their grandchildren to help with university costs
Fact finding gift to grandchildren 1,
What are the pros and cons of pla...,
Who can be a trustee 3
8  cards
Aim 4 - to mitigate IHT whilst maximising the value of the estate passed to Anna on second death
Identify the additional informati...,
Detail and justify the recommenda...,
Explain what a discounted gift tr...
11  cards
Review Questions
List the key events other than an...,
Jim and sandra have retired and e...
2  cards
Other areas
State why jim and sandra should e...,
Identify the client specific fact...,
What are the implications of jim ...
4  cards

More about
AF5 - October 2021

  • Class purpose General learning

Learn faster with Brainscape on your web, iPhone, or Android device. Study Lawrence Mann's AF5 - October 2021 flashcards now!

How studying works.

Brainscape's adaptive web mobile flashcards system will drill you on your weaknesses, using a pattern guaranteed to help you learn more in less time.

Learn more about spaced repetition

Add your own flashcards.

Either request "Edit" access from the author, or make a copy of the class to edit as your own. And you can always create a totally new class of your own too!

What's Brainscape anyway?

Brainscape is a digital flashcards platform where you can find, create, share, and study any subject on the planet.

We use an adaptive study algorithm that is proven to help you learn faster and remember longer....

Looking for something else?

AF5
  • 10 decks
  • 135 flashcards
  • 6 learners
Decks: First Deck, Investment Planning Here We Review Each, Fact Finding Questions, And more!
EUNACOM 2021
  • 19 decks
  • 3076 flashcards
  • 151 learners
Decks: Semiologia Cardiaca, Cardiologia, Neurologia, And more!
AF5
  • 11 decks
  • 87 flashcards
  • 2 learners
Decks: Ethical, Objectives, Office Purchase, And more!
Tamil - Sept 2021
  • 62 decks
  • 2155 flashcards
  • 104 learners
Decks: Vocabulary Week 18 Review Words, Vocabulary Week 18 Defense Security Mili, Week 17 Science And Technology, And more!
Find Flashcards
Make Flashcards
Brainscape helps you reach your goals faster, through stronger study habits.
© 2025 Bold Learning Solutions. Terms and Conditions