This class was created by Brainscape user Nick Tock. Visit their profile to learn more about the creator.
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Nick Tock
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Decks in this class (18)
CGT
Entrepreneur s relief 1,
Holdover relief 2,
Reinvestment into eis 3
6
cards
Risk
What is sequencing risk and what ...,
Sequencing risk facts 2,
Clients most affected by sequenci...
3
cards
Care
Benefits of ingenious care plan 8 1,
Benefits of immediate needs annui...,
Drawbacks to immediate needs annu...
41
cards
Income Tax
Allowances in the battle against ...,
Marriage allowance rules 2
2
cards
IHT And Trusts
Rules for a valid will 5 1,
When is a will revoked 7 2,
Rules of deed of variation 7 3
39
cards
Investment
Factors to take into account when...,
Considerations you would make bef...,
Reasons why a client may wish to ...
22
cards
Passive Vs Active
Benefits of tracker 5 1,
Drawbacks of a tracker 2
2
cards
Pension
Capped drawdown nov 18 1,
Selling premise held in sipp back...,
Why take income from non pension ...
13
cards
DFM
Advantages of using a dfm 6 1,
Disadvantages of using a dfm 6 2
2
cards
Cash Flow Modelling
Factors and assumptions when usin...,
Benefits of cash flow modelling 7 2,
Drawbacks of using cash flow mode...
5
cards
Advice Process
Special care procedures for elder...,
Benefits of financial advice from...,
Importance of regular annual revi...
3
cards
Retirement Plannjng
Factors to consider annuity v fle...
1
cards
ER
0
cards
EIS/VCT - Tax Treatment
Tax treatment of eis vct 1
1
cards
Pension Death Benefits
Who is the 1,
Who is the nominee 2,
Who is the successor 3
13
cards
State Pensions
Deferring state pensions pre 06 0...,
Deferring state pensions post 06 ...,
Differences between pre and post ...
3
cards
DB schemes
Reasons to retain a db scheme 1,
Reasons to transfer db to mp 2
2
cards
Tax Avoidance
Sjp advice rules around transfer ...
1
cards
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Sjp Llp
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