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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 la...,
How does the intestacy laws distr...,
Valid requirements for a will 3
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 2,
Outline carer s allowance 3
6
cards
14 Later Life Care needs
Immediate and reablement care 1,
Respite care 2,
Residential care 3
6
cards
13 Taxation of Trusts
Types of trust 1,
Cgt on trusts 2,
Bare trust 3
4
cards
12 Inheritance Tax
Cumulation principle 1,
4 lifetime gift treatment 2,
Some examptions 3
7
cards
11 CGT
Difference between cgt and iht 1,
Chattels and wasting assets 2,
Examples of cgt exemtions 3
10
cards
10 Income Tax
Transfer of personal allowance fr...,
Married couple allowance 2,
6 steps tax calcs 3
4
cards
9 Collective Investments
Types of isa s 1,
Outline unit trusts 2,
Outline open ended invest collect...
10
cards
8 Asset Classes
Name 5 asset classes 1,
Cash 2,
Fixed interest features 3
7
cards
7 Investment Risk
Outline 9 types of investment risk 1,
What is volatility risk 2,
Correlation 3
3
cards
6 Investment Advice Process
Describe 5 steps investment advic...,
Outline elderly vulnerable client...,
Considerations 3
13
cards
5 Pension advice for Later Life Clients
Need for capital pension options ...,
Death benefits of scheme pension 2,
Death benefits ufpls 3
4
cards
4 Pension advice for later life clients
State pension 1,
Sra ages 2,
Deferring state pension 3
8
cards
3 Pensions. Transitional Relief and Protected PCLS
Primary protection 1,
Enhanced protection 2,
Fixed 12 3
7
cards
2 Pensions: HMRC rules for crsytalisaton events
Lump sum death benefits from uncr...,
Death benefits capped drawdown 2
2
cards
1 Contibuting to Pensions
To contribute to a pension must be 1,
Claim relief on 2,
Mpaa 3
8
cards
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Llp
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Decks:
Contributing To Pensions, Pensions Hmrc Rules For Crystallisation, Cii Definitions, And more!
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- 44 flashcards
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Decks:
Income Tax, Cgt, Retirement Planning Db Dc Etc, And more!
