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FSRE 1 · Client Estate and Tax Planning
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Client Estate and Tax Planning
The difference between tax avoidance and evasion, key estate planning tools, and which assets sit outside the estate.
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Client Estate and Tax Planning
A holistic financial plan must address budgeting, estate planning and tax efficiency. These three areas are closely interconnected.
Question 3
True or false?
A holistic financial plan must address budgeting, estate planning and tax efficiency
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Budgeting
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Estate Planning
Question 6
Which term matches: "wills, trusts, lifetime gifts, nomination of pension death benefits"
Question 7
What does "IHT mitigation" mean?
Question 8
Match each term in "Estate Planning" to its meaning
Tap a term, then tap its matching definition.
Question 9
Fill in the blank
______ — planning for loss of mental capacity
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Tax Planning
Question 11
Which term matches: "Personal Allowance, ISA allowance, pension contributions, CGT annual exempt amount, dividend allowance"
Question 12
What does "Bed and ISA" mean?
Question 13
Type the term that means: "Personal Allowance, ISA allowance, pension contributions, CGT annual exempt amount, dividend allowance"
Question 14
Fill in the blank
______ — selling and rebuying investments inside an ISA to shelter gains
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What the exam tests
The difference between tax avoidance and evasion, key estate planning tools, and which assets sit outside the estate.
Question 16
True or false?
The difference between tax avoidance and evasion, key estate planning tools, and which assets sit outside the estate