Immediate actions content

Question 1

repay CC

Answer 1

1. R CC – 16%
2. Lowest a/c
3. Free 750
4. £132 left in a/c/ISA

Question 2

Will

Answer 2

1. Rec Setup – intestacy
2. Estate
3. Guardianship -earmark guardians
   procees disp quicker, avoid admin
4. Low cost – peace

Question 3

Emergency Fund

Answer 3

1. Rec ring-fence £42- 6mth
2. peace – meet outgoings
3. Tax free al C-ISA
4. Mve b4 5/4/14 £5760
5. D £8k also
6. Poss trf this –wont use al
7. Rest £22480 inst acc – D –tax
8. From 6/4 pa from inst ac
9. £90k left