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SJP LLP 2018

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

By: Ryan McGrath
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Decks in this class (18)

Chapter 1 - Contributing to Pensions
Pension contributions,
Tax relief,
Annual net adjusted income
16  cards
Chapter 2 - HMRC Rules for Crystallisation Events
The lifetime allowance lta,
Benefit crystallisation events bces,
Benefits pre a day
27  cards
Chapter 3 - Transitional Relief and Protected PCLS
Transitional relief,
Primary protection,
Enhanced protection
7  cards
Chapter 4 - State Pensions and Pension Products
Basic state pension,
Earnings related schemes,
Single tier state pension from 6 ...
13  cards
Chapter 5 - Pension advice for Later Life Clients
Need for capital pension options ...,
Death benefits of scheme pension,
Death benefits ufpls
4  cards
Chapter 6 - Investment Advice Process
Providing advice,
Time,
Debt v investmentemergency funds ...
23  cards
Chapter 7 - Investment Risk
Types of risksulii g ccc dbp,
Volatility riskif 2 shares have s...,
Correlation
4  cards
Chapter 8 - Asset Classes
Cash,
Types of cash,
Risk of cash
19  cards
Chapter 9 - Collective Investments
Isas,
Unit trusts,
Taxation of unit trusts
6  cards
10 Income Tax
Transfer of personal allowance fr...,
Married couple allowance,
6 steps tax calcs
4  cards
11 CGT
Difference between cgt and iht,
Chattels and wasting assets,
Examples of cgt exemtions
10  cards
12 Inheritance Tax
Cumulation principle,
4 lifetime gift treatment,
Some examptions
7  cards
13 Taxation of Trusts
Types of trust,
Cgt on trusts,
Bare trust
4  cards
14 Later Life Care needs
Immediate and reablement care,
Respite care,
Residential care
6  cards
15 State Benefits
Outline llp state benefits and if...,
What is pension credit,
Outline carers allowance
6  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
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
18 Legal Aspects of LLP
Which act update the intestacy laws,
How does the intestacy laws distr...,
Valid requirements for a will
18  cards

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SJP LLP 2018

  • Class purpose General learning

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