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AF8 Assignment 2

hannahrogers20hannahrogers20 Member
in CPD & Exams

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?

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  • 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

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