Main Task: As an independent financial adviser (IFA), you have been approached by a contact in a large firm of accountants, to write an article for publication in their quarterly magazine. The magazine is distributed to the firm’s clients, and is aimed at clients who have a high net worth and are likely to hold significant levels of investments. The contact has requested that you write an article, to discuss the types of tax mitigation strategies, through the use of investments, which could be made use of by high net worth individuals. Full details of each strategy should be provided, along with the benefits and drawbacks of each suggested strategy. Commentary should also be provided, relating to the suitability of the different strategies to different client circumstances.
Part of the brief is to create at least one case study within the article, so that the readers of the magazine can see how some of the strategies and arrangements discussed, could be used to provide tax efficiency in their investments, by meeting clients’ needs ‘in the real world’. Your contact has suggested that approximately half
of the article’s word count should be used in providing the case study(s). Your article should be presented in an appropriate style and should use appropriate language. The article should include any supporting calculations to underpin your considerations. You are required to provide a comprehensive discussion on the
(75 marks maximum) - 60 marks are available for the content of the article and 15 marks are available for the communication and presentation style.
Note: Coursework responses for the Main Task must not exceed 4,000 words. The assignment has been developed to be answerable within this word count and words over this maximum will not be marked. If you quote from any sources in the Main Task, these will count towards the maximum word count. You should ensure that any quotes used are clearly identified as such, enclosed in double quotation marks, with the source in brackets afterwards, eg: “The inheritance tax thresholds…..” (www.gov.uk). Further referencing guidance
is available on the course site.
There is no minimum number of words. It is left to your judgement, depending on the structure and content of your answer, as to how many words you use up to the maximum limit to formulate your response. NB: Neither the Main Task nor the Short Answer Questions require the completion of a bibliography, however if references are used within the Main Task, a reference list must be provided at the end. Please see the course site
for guidance on creating a reference list.
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