Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

R06 > Case Study 1 > Flashcards

Case Study 1 Flashcards

1
Q

What aim 1 CS 1

A

Sufficient income in retirement

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

Additional info for aim 1 acronym

A

GIDDy CHAsE

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Additional info for income in retirement - big points vs small points?

A

Declan’s pension and Health and family = big

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

What is aim 2 case study 1

A

Suitable trust arrangements to provide funds for grandchildren

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

Mnemonic and Acronym for additional information required to advise on aim 2 case study 1

A

DAPPA
Grandchildren must be dappa
Trust needs to be “suit”able - must be dappa

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

Additional information for advising on aim 2 case study 1 approximate distribution across the acronym?

A

DAP= 3 points each
P = 1
A = 2

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

Case study 1 aim 3?

A

Improve the tax efficiency

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

CSA3 additional info. What is the acronym? What is the mnemonic for remembering the acronym? Approximate distribution of point.

A

WILI
Lump sums
investments

Tax efficiency of wili wonka’s chocolate factory

How well did you know this?
1
Not at all
2
3
4
5
Perfectly

R06 (3 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2024 Bold Learning Solutions. Terms and Conditions