Creation of budget marks 6 Presentation of the budget 1 7 Adjustment for budget

Creation of budget marks 6 Presentation of the budget 1 7 Adjustment for budget over the 12 months 0 7 Marks for the maths calculations Monthly gross pay 1 Pension contribution 4 PAYE 0 National insurance contribution 3 Household insurance 1 Car insurance 1 Engagement ring 1 MOT 1 Clothes 1 Car maintenance 1 14 Total Marks for Part 1 21 Part 2 Evidence of data search 0 Changes to budget 0 Bonus if you used rule of thumb 0 Recommendation to Paul 0 Total Marks for Part 2 0 Part 3 Investment suggestion total 15 Tax implication total 35 Isa 3 tax implcation Savings 3 Tax implication shares 3 tax implcation Bonds 3 tax implcation Mutual fund 3 Total Marks for Part 3 15 Part 4 Relevant points 1.Cash gift no issue of capital gain. 0 If parents die within 7 years gift however 2. Cash gift can fall under 7-year clawback rule. 4 3.£10,000 gift for wedding too much. Only allowed £5,000 tax free. 0 4. the cash gift of £3,000 is tax free. 4 5. the £20,000 gift for the deposit can incur inheritance tax 0 6. Irrelevant if parents have an estate less than £325,000. 0 Total Marks for Part 4 8 Part 5 Irrational behaviour How it affects investor performance Anchoring or maybe Endowment effect 3 2 Mental accounting 2 3 Ambiguity aversion or maybe belief perservernce Overconfidence or maybe 3 Confirmation bias 2 Loss aversion 2 3 Total Marks for Part 5 20 Deduction for item not covered Total for the assignment 64 Divide marks by 2.5 to give result out of 100 25.4 Final assignment mark 25.4
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