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By:
Nick Tock
- decks
- flashcards
- learners
Decks in this class (18)
CGT
Xxx,
Holdover relief,
Reinvestment into eis
6
cards
Risk
What is sequencing risk and what ...,
Sequencing risk facts,
Clients most affected by sequenci...
3
cards
Care
Benefits of ingenious care plan 8,
Benefits of immediate needs annuity,
Drawbacks to immediate needs annu...
41
cards
Income Tax
Allowances in the battle against it,
Marriage allowance rules
2
cards
IHT And Trusts
Rules for a valid will 5,
When is a will revoked 7,
Rules of deed of variation
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,
Drawbacks of a tracker
2
cards
Pension
Capped drawdown nov 18,
Selling premise held in sipp back...,
Why take income from non pension ...
13
cards
DFM
Advantages of using a dfm 6,
Disadvantages of using a dfm 6
2
cards
Cash Flow Modelling
Factors and assumptions when usin...,
Benefits of cash flow modelling 7,
Drawbacks of using cash flow mode...
5
cards
Advice Process
Special care procedures,
Benefits of financial advice from...,
Importance of regular annual reviews
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
cards
Pension Death Benefits
Who is the dependant nominee succ...,
Who is the nominee,
Who is the successor
13
cards
State Pensions
Deferring state pensions,
Deferring state pensions post 06 ...,
Differences between pre and post ...
3
cards
DB schemes
Reasons to retain a db scheme,
Reasons to transfer db to mp
2
cards
Tax Avoidance
Sjp advice rules around transfer ...
1
cards
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Sjp Llp
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SJP LLP Jul 2020
- 8 decks
- 34 flashcards
- 1 learners
Decks:
1 Contributing To Pensions, 2 Using Pensions To Reduce Income Tax, 3 Salary Sacrifice, And more!
