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3 Cards in this Set
- Front
- Back
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Protection planning Family and personal Mortgage Long Term Care Buisiness protection |
critical illness insurance cover income protection cover mortgage payment protection cover accident and sickness cover household cover medical insurance long term care business insurance protection |
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Capital Gains Tax exemptions |
any gain on your 'principle private residence your car other personal possessions worth up to £6k gains on gilts tax exempt ISA JISA or approved pension betting, lottery or pools winnings transfers between spouses |
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Unit Trusts |
Trustee is the legal owner of the underlying assets. Open ended collective investment scheme unit trust manager decides within the rules, which investments are included, and when to buy or sell it. may outsource this also. manager also makes market for units, daily pricing which is based on Nett Asset Value of underlying. Trustee monitors the manager |
