(c) Prepare brief notes for the proposed meeting with Charles and Jane. Clearly identify t

(c) Prepare brief notes for the proposed meeting with Charles and Jane. Clearly identify the further information

you would need in order to advise them more fully and suggest appropriate personal financial planning

protection products, in respect of both death and serious illness. (9 marks)

You should assume that the income tax rates and allowances for the tax year 2005/06 and the corporation tax

rates for the financial year 2005 apply throughout this question.

参考答案:

When considering the shortfall– The family’s expenditure is likely to increase as the children get older, particularly if there is a need for school fees.– There will be a need for some cash immediately to pay for the cost of the funeral.– It is assumed t

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(c) Prepare brief notes for the proposed meeting with Charles and Jane. Clearly identify t

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