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Alex Brangham
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Decks in this class (23)
Chapter 3 - Investment Planning
What is an investment policy stat...,
What is included in a investment ...,
What is the purpose of an ips 3
17
cards
Pensions
What are the current issues surro...,
Why is inflation an issue for ret...,
What is a pension shortfall 3
73
cards
Drawing Pension Benefits
What are the two main types of ac...,
What are secured pensions who are...,
Give two examples of secured pens...
4
cards
Residency & Domicile
What is the difference between re...,
How is an individuals residence d...,
What are the three parts of the s...
26
cards
Income Tax / Personal Taxation
How much is the personal allowance 1,
How does the personal allowance t...,
What is adjusted net income 3
31
cards
Investment Bonds (onshore/offshore)
What is an investment bond 1,
What is the main advantage of an ...,
How does the 5 rule work 3
6
cards
VCT, EIS & SEIS
What is a vct 1,
How is income tax treated on vcts 2,
How is cgt treated for vcts 3
15
cards
Inheritance Tax (IHT)
What is inheritance tax 1,
What rate is iht charged at 2,
How much is the iht nil rate band 3
37
cards
Corporation Tax
What is corporation tax 1,
What is the main rate for corpora...,
What are the figures for small bu...
5
cards
Managing Client Wealth - Estate Planning
What is power of attorney 1,
What are the 3 main types of powe...,
What does ordinary power of attor...
19
cards
Trusts & Family Offices
What is a trust 1,
Who is the settlor 2,
What two things does the trust de...
47
cards
Later Life Planning
Why is the need for later life pl...,
What is equity release 2,
What are the three main types of ...
18
cards
Vulnerable Clients
How does the fca define a vulnera...,
How do the cma clarify two types ...,
What can vulnerability lead to 3
17
cards
Protection
Why is insurance vital to wealth ...,
What are the main aims of life as...,
What is a life office 2
73
cards
Investment Bonds
What is an investment bond 1,
What tax is charged on an investm...,
What tax status do investment bon...
5
cards
Income Protection & Critical Illness Cover
What is income protection 1,
What is income protection sometim...,
What are the key features of inco...
28
cards
Business Protection
What is business protection insur...,
What are the 4 different types of...,
What is key person protection 3
18
cards
Life Assurance Annuities
What is an annuity 1,
What can these be for annuities 2,
What 3 things does an annuity ret...
8
cards
Private Medical Insurance
What is private medical insurance 1,
Give 2 key features of pmi 2,
What is an excess what does varyi...
4
cards
Advising on Personal Protection
What 4 main areas should an advis...,
What coverage should be provided ...,
What coverage steps should be tak...
13
cards
Pension Re-read
What were the two major pension r...,
What investment strategy can be u...,
What is lifestyling 3
100
cards
Chapter 1 - Regulation
What are the three main uk regula...,
What are the pra responsible for 2,
What are the fca responsible for 3
123
cards
Test Chapter 1
What should firms ensure regardin...,
What is the requirement for execu...,
What must firms disclose if aggre...
28
cards
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CWM Applied Wealth Management
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