AF8 Assignment 2

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?


  • KP23KP23 Member

    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

Sign In or Register to comment.