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n pritchard
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Decks in this class (18)
18 Legal Aspects of LLP
Which act update the intestacy laws,
How does the intestacy laws distr...,
Valid requirements for a will
18
cards
17 LTC: Product Solutions
What are the 3 types of care solu...,
What are the main features of ris...,
What are main characteristics wit...
15
cards
16 LTC: State Provision
Outline the sap and the 3 decisio...,
Outline nhs continuing of where c...,
Outline the national framework fo...
15
cards
15 State Benefits
Outline llp state benefits and if...,
What is pension credit,
Outline carers allowance
6
cards
14 Later Life Care needs
Immediate and reablement care,
Respite care,
Residential care
6
cards
13 Taxation of Trusts
Types of trust,
Cgt on trusts,
Bare trust
4
cards
12 Inheritance Tax
Cumulation principle,
4 lifetime gift treatment,
Some examptions
7
cards
11 CGT
Difference between cgt and iht,
Chattels and wasting assets,
Examples of cgt exemtions
10
cards
10 Income Tax
Transfer of personal allowance fr...,
Married couple allowance,
6 steps tax calcs
4
cards
9 Collective Investments
Types of isas,
Outline unit trusts,
Outline open ended invest collect...
10
cards
8 Asset Classes
Name 5 asset classes,
Cash,
Fixed interest features
7
cards
7 Investment Risk
Outline 9 types of investment risk,
What is volatility risk,
Correlation
3
cards
6 Investment Advice Process
Describe 5 steps investment advic...,
Outline elderly vulnerable client...,
Considerations
13
cards
5 Pension advice for Later Life Clients
Need for capital pension options ...,
Death benefits of scheme pension,
Death benefits ufpls
4
cards
4 Pension advice for later life clients
State pension,
Sra ages,
Deferring state pension
8
cards
3 Pensions. Transitional Relief and Protected PCLS
Primary protection,
Enhanced protection,
Fixed 12
7
cards
2 Pensions: HMRC rules for crsytalisaton events
Lump sum death benefits from uncr...,
Death benefits capped drawdown
2
cards
1 Contibuting to Pensions
To contribute to a pension must be,
Claim relief on,
Mpaa
8
cards
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Llp
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Llp
- 10 decks
- 53 flashcards
- 3 learners
Decks:
Exam Requirements, 1contributing To Pensions, Feb 2017 Examiners Guide, And more!
