AF8 Assignment 2

hannahrogers20

I have submitted assignment 1 and am waiting on the result, however have started to look at assignment 2, but i feel this one is more tricky to establish what they are looking for. Has anyone got any tips?

KP23

If this is the same one I passed, based on what they can do over the next two years, some suggestions:
Pay off mortgage
stop investment income
fund their isas from GIA and cash
switch funds
maximise pension contributions (carry forward)
then options for IHT (AIM, WOL, DGT)

Hope that helps