Amy
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- Amy
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Comments
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Thank you @TomLloyd_Read and @benjaminfabi . Never a dull day in PPing!
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The Planner wants a reason why for the tax treatment change - Pension reform in April 2015? I'm at a loss!
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I'm a little confused - this says the opposite?
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Hello! I have a quick question around this. We have a client who is receipt of tax free beneficiary drawdown income who has enquired about annuities. The date of death was November 2014 so falls before the 3 December 2014 date so we know a beneficia…
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Thanks Les, this is really helpful and much appreciated!
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That's great @benjaminfabi , really appreciate you coming back so quickly.
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Good afternoon team! I have a query along these lines as well that I'm hoping you can hep with We have a client who has £85k earnings and has made a gross personal pension contribution of £35k (£28k net) this tax year. We are recommending a £…
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Hi all, just checking, have we had clarification around the treatment of the BR portfolio in the IPDI IIP Trust specifically? Is it falling within the personal £1m or would it be deemed to be a qualifying pre‑commencement settlement as it was settl…
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Hi all, just checking, have we had clarification on whether the £1m will cover IIPD trusts and personal assets and if so, can you point me in the right direction to find it please?
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Thanks Les, exactly as I thought.
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Thank you @les_cameron @TomLloyd_Read
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Bit late but thank you all, much appreciated!