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AF5 DVC Revision Packs

This class was created by Brainscape user David Villa-Clarke. Visit their profile to learn more about the creator.

By: David Villa-Clarke
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Decks in this class (11)

Fact Finding Questions
to understand how to answer FF questions
9  cards
Risk Based Questions
Understand Risks taken
11  cards
Objective Based Questions Buy to Let
Explain to tom and sally the tax ...,
Comment on how a mortgage taken o...,
Explain to tom and sally the bene...
5  cards
Objective Based Questions :Tom and Sally’s investment portfolio and improve overall tax efficiency
Comment on tom s current income t...,
Comment on sally s current income...,
Comment on the suitability of tom...
7  cards
Objective: To mitigate Tom’s income tax liability
Explain to tom the features of an...,
Annual investment limit,
Income tax relief up to the maxim...
10  cards
Objective: To review their business and personal protection arrangements
Comment on their present situatio...,
Comment on their present situatio...,
Detail and justify any recommenda...
11  cards
Objective: To ensure their mortgage is repaid before retirement
State the benefits of switching t...,
State the drawbacks of switching ...,
State the advantages of keeping t...
5  cards
Objective: To ensure Tom and Sally are able to generate adequate income in retirement.
In making any recommendations to ...,
Comment on their existing pension...,
Detail and justify the recommenda...
9  cards
Objective: Understand Cash Flow Forecast
A identify the main factors and a...,
B explain the benefits of using a...,
C explain the risks of relying so...
4  cards
Objective: To mitigate Tom and Sally’s inheritance tax liabilities whilst maximising the value of the estate passed to Hannah
Comment on their current situatio...,
Detail and justify the recommenda...,
Explain in detail how getting mar...
5  cards
Need for Reviews
Identify key events relevant to t...,
Identify the key benefits tom and...,
If you can t remember the circums...
5  cards

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AF5 DVC Revision Packs

  • Class purpose General learning

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