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Jen_Berwick

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Jen_Berwick
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  • I've experience with a few clients who we have set these up for. Whilst we don't have an LOA you could view, I've a few pointers which might help. Given the underlying investments, up to date valuations are not always available. Some products only …
    in EIS, VCT & BR Comment by Jen_Berwick June 3
  • @richardgough said: General rules are here: https://www.gov.uk/hmrc-internal-manuals/inheritance-tax-manual/ihtm12121 Statutory trusts are until age of majority, or marriage if earlier. https://www.gov.uk/hmrc-internal-manuals/trusts-settl…
    in Rules of Intestacy Comment by Jen_Berwick March 15
  • Hi Dan, I'd second using BrandFT for your RO2. They are fantastic and also have free material so you can see how they present info before you buy. The explanations they provide are really detailed but in plain text so really easy to digest and unde…
    in R02 Support Comment by Jen_Berwick March 14
  • @TimMatthias said: According to CII r03 guide for September 2022 to August 2023 Class 4 NICs used are 9.73% and 2.73%. Thank you so much, for whatever reason the exact same page I am looking at for this (as found on Revision Mate)…
    in RO3 Help please Comment by Jen_Berwick February 2023
  • Hi, there's a company called Competent Advisor who were recommended to me recently: https://www.competentadviser.com/enhance-knowledge/ I enquired via email and they sent me this which looks pretty good: "We do indeed offer qualification su…
    in RO Exams - Mock Exams Best External Providers Comment by Jen_Berwick November 2022