Benefits To Recieving Regular Advice

Question 1

Benefits to receiving advice

Answer 1

• adviser can help prioritise objectives
• advise on how best to invest funds to generate income required
• can use cashflow modelling to establish sustainability of existing lifestyle based on certain assumptions
• ensure use of exemptions and allowances
• ensure funds are invested inline with ATR and CFL
• help reach compromise based on difference in ATR
• ensure enough income for June in event of davids death
• set up plans to enable regular gifting to help with grandchildren University fees
• adjust plans for changes fin circumstances
• or legislation