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R03 - 2023 > 4. Apply the knowledge of personal taxation to the provision of investment advice > Flashcards

4. Apply the knowledge of personal taxation to the provision of investment advice Flashcards

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R03 - 2023 (15 decks)

C1-C2 1. Understand the UK System as relevant to the needs and circumstances of individuals and trusts

3 - CGT (Trusts)

4 - Inheritance Tax

5 - Residence and Domicile

6 - Tax Compliance and self-assessment

8 - VAT and corporation tax

9 - Direct Investments

10 - Indirect Investments

11 - Tax in the financial affairs

12B1 - 12B6 - Tax planning

2. Analyse the taxation of investments as relevant to the needs and circumstances of individuals and trusts

3. Analyse the role and relevance of tax in the financial affairs of individuals and trusts

4. Apply the knowledge of personal taxation to the provision of investment advice

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