American Bankers Association Exam CTFA Topic 6 Question 4 Discussion

Actual exam question for American Bankers Association's Certified Trust and Financial Advisor exam

Question #: 4
Topic #: 6

When constructing a portfolio for a UK resident basic-rate taxpayer who requires an income, the most tax efficient solution would be achieved by:

AOnly investing in offshore products

BHolding fixed-interest funds within a stocks and shares ISA

CPurchasing National Savings & Investments (NS&I) Fixed-Interest Savings Certificates

DHolding high-yielding equities within a stocks and shares ISA

Show Suggested Answer

Suggested Answer: B

by Britt at May 05, 2022, 07:41 PM

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