Which investment is likely to be the most suitable for a higher-rate taxpayer seeking long-term capital growth in a tax-efficient way?

What general recommendations might you make in relation to the clients’ protection needs? What products might they wish to consider?

What is the purpose of the SRA Financial Services (Conduct of Business) Rules (“the CoB Rules”)?

Which of the following is NOT a warning sign referred to in the Law Society’s Latest Guidance on Mortgage Fraud?

The clients are eager to begin saving for when their children are older and for future university fees. State one investment product they might consider to achieve this goal and why.

A solicitor transfers client funds, which they know are not from a legitimate source, to a bank account in the Cayman Islands, in the name of another individual.  The solicitor is at risk of committing an offence under which of the following provisions?

What records need to be kept by firms which can carry on the work referred to in Questions 22 and 23, above?

The client’s bankers are insisting on him taking out a life policy to cover a loan to one of his companies.  They have required that life policies be taken out on several key directors. Can you advise on and/or arrange these policies under the Scope Rules?

If a solicitor acts for a lay executor in administering an estate, which exclusion can they NOT use in selling the stocks and shares of the estate?

What is the personal allowance for investment in an Individual Savings Account (“ISA”) during 2021/22?