PippaO

Comments

• Thanks Tom, that's really helpful

  in Drawing taxable income from pension to fund WOL policy Comment by PippaO December 12
• Second question related to this. Can life assurance premiums for a WOL policy earmarked to pay IHT, qualify for the gifts out of normal income exemption? I thought I'd read somewhere that this is not the case, where the life assurance policy was…

  in Drawing taxable income from pension to fund WOL policy Comment by PippaO December 12
• Thanks Richard

  in Gifts of deferred consideration - 7 year clock timing Comment by PippaO July 29
• Hi, Some useful reading here in the insights > white papers link. https://masecoprivatewealth.com/whitepaper

  in Good educational pieces around advising US citizens? Comment by PippaO April 16
• Hi Ben, Not come across this situation yet and a search doesn't reveal much written on the matter, however I did find disqualifying pension credits referred to in this link from Royal London from 17/01/24. https://adviser.royallondon.com/techni…

  in New LSA and a disqualifying pension credit Comment by PippaO February 16
• Thanks for your response Les, as always much appreciated!

  in LSA / LSDBA transitional rules calculation Comment by PippaO January 15
• Formatting's gone out of whack above and confused the hell out of the numbers. Here we go 23/02/2016 Amount crystallised £366,076.61 PCLS taken £91,519.15 LTA £1.25m, LTA used 29.29% 23/02/2016 Amount crystallised £26,706.07 PCLS taken £6,6…

  in LSA / LSDBA transitional rules calculation Comment by PippaO January 15
• Thanks Ben, agree a lot hinges on the client's view of tax. Unlikely to surrender the bond during her lifetime& will meet her spending needs. So choice between deferring tax or (possibly) reducing potential burden on beneficiaries. She is 57, g…

  in Offshore bond withdrawal strategy Comment by PippaO November 2023
• Hello Newbie, I entered the Paraplanning profession 12 years ago, in a similar position to you, as a career changer, I was 35 at the time with no background or knowledge of financial planning. It was the skill set of a Paraplanner that attracted …

  in Some questions from someone interested in transitioning to a Paraplanner Comment by PippaO September 2023
• Thank you Tim, very helpful!

  in US 401K plans Comment by PippaO September 2023
• Hello, For anyone still reading this thread, Andy’s & Tom’s comments above are pretty spot on and reflect my own experience. Just to add a few points… It takes a special kind of skill to become a people manager. When I started out, I fou…

  in Paraplanner Manager - What does it entail exactly? Comment by PippaO June 2023
• Hello 😊 Massively late to the party on this one, but I’d love to be added to the wait list should a space on the group become available. Co-manage a team of 13 paraplanners as well as some trainee planners & would love to learn & share…

  in Are you a team leader or manager? Comment by PippaO June 2023