PippaO
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Hi, Some useful reading here in the insights > white papers link. https://masecoprivatewealth.com/whitepaper
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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…
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Thanks for your response Les, as always much appreciated!
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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…
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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…
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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 …
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Thank you Tim, very helpful!
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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…
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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…