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AF5 - October 2021

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

By: Lawrence Mann
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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,
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  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 yo would re...
8  cards
Aim 3 - To make a gift to their grandchildren to help with university costs
Fact finding gift to grandchildren,
What are the pros and cons of pla...,
Who can be a trustee
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

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AF5 - October 2021

  • Class purpose General learning

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