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Wildparaplanner
About
Username
Wildparaplanner
Joined
April 2022
Visits
260
Last Active
May 16
Roles
Member
Activity
Discussions
29
Comments
30
Discussions
What does your firm do for clients with tiny legacy pension pots?
84
views
1
comment
0
points
Most recent by
benjaminfabi
April 30
General
Good educational pieces around advising US citizens?
135
views
3
comments
0
points
Most recent by
richallum
April 23
CPD & Exams
Lifetime Annuity within a SIPP
85
views
0
comments
0
points
Started by
Wildparaplanner
April 11
Products & providers
Partial Drawdown Transfers to Purchase a Lifetime Annuity
152
views
7
comments
0
points
Most recent by
les_cameron
April 14
Technical stuff
Enhanced Protection query
123
views
1
comment
0
points
Most recent by
les_cameron
April 4
Technical stuff
IHT Calculations involving bonds
152
views
1
comment
0
points
Most recent by
richardgough
March 27
Technical stuff
Furnished Holiday Lettings from April 2025
106
views
2
comments
0
points
Most recent by
les_cameron
March 7
Technical stuff
Is this considered an "opt out" in regards to DB advice?
152
views
0
comments
0
points
Started by
Wildparaplanner
March 6
Technical stuff
New LTA regime - pre-2006 DB with no relevant BCEs
231
views
8
comments
0
points
Most recent by
les_cameron
March 1
Technical stuff
Carry Forward + Salary Sacrifice + Tapered Annual Allowance
111
views
4
comments
0
points
Most recent by
Wildparaplanner
February 28
Technical stuff
Enhanced tax-free cash query
233
views
8
comments
0
points
Most recent by
SA96
March 15
Technical stuff
Onshore bond chargeable events and tax return requirements
126
views
2
comments
0
points
Most recent by
les_cameron
February 5
Technical stuff
DB Transfers for people past Normal Retirement Age
133
views
1
comment
0
points
Most recent by
les_cameron
January 16
Technical stuff
DFMs and VAT
147
views
1
comment
0
points
Most recent by
TomLloyd_Read
January 5
Technical stuff
Innovative (or not) product ideas that don't exist
158
views
2
comments
0
points
Most recent by
Wildparaplanner
October 2023
General
Scheme Specific Tax-Free Cash Query with new LTA regimes
105
views
4
comments
0
points
Most recent by
les_cameron
September 2023
Technical stuff
Bond Surrenders and Spousal Exemptions
95
views
3
comments
0
points
Most recent by
les_cameron
September 2023
Technical stuff
US citizens - options?
65
views
0
comments
0
points
Started by
Wildparaplanner
August 2023
Technical stuff
Smoothed Return options
134
views
2
comments
0
points
Most recent by
TimMatthias
September 2023
Technical stuff
How does your firm structure paraplanning?
211
views
2
comments
0
points
Most recent by
ruthiebusybee
July 2023
General
Curtis Banks SIPP query
102
views
1
comment
0
points
Most recent by
Steven_McBurnie
June 2023
Technical stuff
Director holdings in PLC - moving shares from SSAS to SIPP
58
views
0
comments
0
points
Started by
Wildparaplanner
June 2023
Technical stuff
TRS Headache
145
views
3
comments
0
points
Most recent by
Wildparaplanner
May 2023
Technical stuff
Researching EURO denominated funds
43
views
1
comment
0
points
Most recent by
TomLloyd_Read
May 2023
Technical stuff
WOL policy in discretionary trust to use annual IHT exemptions
87
views
2
comments
0
points
Most recent by
Wildparaplanner
May 2023
Technical stuff
Where to start for researching Sharia/Islamic compliant investments
98
views
2
comments
0
points
Most recent by
TimMatthias
April 2023
Technical stuff
LTA Tax charge scrapped 2023/24 with LTA removed 2024/25 - planning considerations?
408
views
9
comments
0
points
Most recent by
les_cameron
March 2023
Technical stuff
CGT on sale/purchase of clean/super clean share classes
131
views
1
comment
0
points
Most recent by
TimMatthias
August 2022
Technical stuff
Independent Research Tools query
222
views
4
comments
0
points
Most recent by
JoshuaKnight
July 2022
Technical stuff