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Life Assurance Based Investments By Sarah Dingley- Brown
Paperback: $19.33
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PLEASE NOTE THAT THIS VERSION USES RATES AND ALLOWANCES FOR THE TAX YEAR 2015/16. HENCE THE DISCOUNTED PRICE. The majority of lump sum investments are still made using single premium life assurance... More > bonds. Bonds can both defer and mitigate personal tax liabilities. How confident are you if you had to explain the personal taxation implications of chargeable events? Would your client be better with the partial surrender option even though it may be in excess of their 5% allowance or would the better option be to encash some segments or policies? Will the chargeable event be assessed in this current tax year or in the next tax year – this could be critical depending on the level of the client’s taxable income? This guide is designed to improve the level of your knowledge in this important area so that you can genuinely add value through your advice.It is also invaluable if you are studying for CII R02 or AF4 exams or the IFP Certified Financial Planner exam.< Less
The Tax & Trusts Suite By Sarah Dingley- Brown
Paperback: $53.09
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PLEASE NOTE THAT THIS VERSION USES RATES AND ALLOWANCES FOR THE TAX YEAR 2015/16 HENCE THE DISCOUNTED PRICE. We recognise that some of you will be studying for more than one exam and so have grouped... More > some of the guides into subject suites. The Tax and Trusts suite contains : · Income Tax calculations · IHT Calculations and · The Taxation of Trusts This suite of guides is an invaluable study aid for students taking the following CII exams: CF2,CF5,J02, R03, R06, AF5 or AF1. It may well also be of benefit to students taking the IFP Fellowship, Certified or Paraplanner examinations.< Less

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