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It includes scenario materials involving Caroline Marsh’s will trust, Jacob Marsh’s entitlement, a potential request for a lump sum, and consideration of amending Jacob’s own will, plus a separate request for inheritance tax advice on a proposed lifetime gift. 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It does not represent all material covered, and future questions may differ in format.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What timeframe and assessment structure apply to the sample task?",{"text":68,"@type":64},"The assessment is computer-based and candidates have 60 minutes to complete the task. Candidates undertake 16 assessments in SQE2 to reach the overall pass mark.",{"name":70,"@type":61,"acceptedAnswer":71},"Which issues must the report address based on the scenario?",{"text":72,"@type":64},"The report must address (1) Jacob’s entitlement under Caroline’s Will Trust, including whether trustees can support his planned house improvements and whether Jacob can leave his interest to his daughters; and (2) advice on the proposed lifetime gift. 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To pass SQE2 candidates will need to obtain the overall pass mark for SQE2 .  \nThis sample question and discussion of answer is an example of a case and matter analysis assessment. This is a computer-based assessment and candidates will have 60 minutes to complete the task.  \nFor further details, see the SQE2 Assessment Specification.  \nPlease note that the sample questions are provided to give an indication of the type of tasks that candidates could be set. They do not represent all the material that will be covered in SQE2 .  \nFuture questions may not take exactly the same format.  \nQuestion and additional candidate papers  \nFrom: Partner  \nSent: 5 November 202\\#  \nTo: Candidate  \nSubject: Jacob Marsh  \nWe have recently been instructed by Jacob Marsh. I spoke with Jacob yesterday and he would like advice about the following matters.  \nCaroline’s Will Trust  \nJacob’s wife, Caroline Marsh, died on 30 October 2024. Jacob and Caroline had been married for 12 years and had no children together. Jacob has two adult daughters from his first marriage, Laura and Claire. Caroline had two adult sons from her first marriage, Wayne and Michael.  \nCaroline’s estate has been administered by her executors, Akhil Gupta and Rebecca Odeje. They have provided a copy of Caroline’s will, which is attached to this email. The executors have just completed the administration and are now holding the residue of the estate as trustees under the terms of clause 4 (the ‘Will Trust’) . Jacob is one of the beneficiaries. The assets held are worth approximately £280,000 and comprise an investment portfolio of quoted stocks and shares worth £170,000 and bank accounts containing £110,000 .  \nJacob would like to understand a bit more about his entitlement under the Will Trust. In particular:  \n• He is considering asking the trustees to give him a lump sum of £30,000, which he plans to use towards improvement works on his house. (Jacob is the sole owner of this house. ) Jacob mentioned the works to his stepchildren, with whom he usually gets on well, and he was therefore a little upset to receive the attached email from Wayne.  \n• He wants to know if it is possible to amend his own will to leave his interest in the Will Trust to Laura and Claire when he dies.  \nInheritance Tax on proposed lifetime gift  \nJacob also sent me an email yesterday (attached), requesting some Inheritance Tax advice regarding a lifetime gift that he is considering making to his daughters. I have had time only to look briefly at this email, so you will need to read it carefully before completing your analysis.  \nAdvice and analysis required  \nI have arranged to see the client next week. Before our meeting, I intend to send him a letter containing preliminary advice on the questions listed below. I would like you to prepare a report which I can use for reference when I prepare my letter.  \nPlease write a report for me using the information provided in this email and the attachments. You should ensure that your advice and analysis address the following questions:  \n1. With reference to Caroline’s Will Trust:  \na) To what extent can the trustees provide financial support for Jacob in respect of his planned house improvement works?  \nb) Could Jacob leave his interest in the Will Trust to his daughters in his will?  \n2. What should we advise Jacob in respect of the proposed lifetime gift?  \nYou are not required to consider any personal or trust taxation matters in respect of question 1 about the Will Trust.  \nThanks  \nPartner  \nATTACHMENTS:  \n1. Copy will of Caroline Marsh (extract only)  \n2. Email from Wayne Jones  \n3. Email from Jacob Marsh  \nNote to Candidates:  \nYou do not need to deal with client care matters (including costs) or money laundering issues.  \nPlease do not record you","cbCairML5EphMR2B","https://ap.wps.com/l/cbCairML5EphMR2B","pdf",302358,14,"English","# SQE2 sample assessment overview\n## Case and matter analysis scope\n## Assessment timing and purpose of sample questions\n## Scenario: Caroline’s Will Trust\n## Scenario: advice on lifetime gift (inheritance tax)\n## Advice and questions required\n## Candidate notes and attachment list\n# Attachment 1: Extract from Caroline Marsh’s will","[{\"question\":\"What is the purpose of the SQE2 sample question and discussion of answer?\",\"answer\":\"It provides an indication of the type of tasks candidates could be set in SQE2 case and matter analysis. It does not represent all material covered, and future questions may differ in format.\"},{\"question\":\"What timeframe and assessment structure apply to the sample task?\",\"answer\":\"The assessment is computer-based and candidates have 60 minutes to complete the task. Candidates undertake 16 assessments in SQE2 to reach the overall pass mark.\"},{\"question\":\"Which issues must the report address based on the scenario?\",\"answer\":\"The report must address (1) Jacob’s entitlement under Caroline’s Will Trust, including whether trustees can support his planned house improvements and whether Jacob can leave his interest to his daughters; and (2) advice on the proposed lifetime gift. Personal or trust taxation matters are not required for the Will Trust question.\"}]","SQE2 sample question and discussion of answer - Case and matter analysis | PDF",1790444616,35]