Intro content

Question 1

Intro

Answer 1

1. Thank meet 6-1-14 – ascertained pos
2. Having reviewed – recommended based on obj
3. Feel details incorrect
4. Keep this with
5. Costs
6. Ann review

Question 2

Summ Circ

Answer 2

1. UK res
2. Tax bracket
3. D – 53, A -150
4. £300k house auto revert to sur
5. L =£200 & 15k
6. WOL/death in serv
7. Jewellery/contents/cars
8. Jt Est = £288 for IHT, jew ok, 9. £6908
9. £3434
10. £3474

Question 3

Att risk

Answer 3

1. M-H 8/10

2. A – 3/10

Question 4

Assump

Answer 4

Joint, disp used for Tax, int of fam

Question 5

Review exis

Answer 5

1. Rev prior to canc/am/rpc
2. WOL, IB, UT, IPI, D pens
3. As opt for funds, charges, tax imp to cons