Paraplanner717
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Just separate to this, can the small gifting exemption of £250 be used for trusts, or does this have to be outright gifts to individuals? Essentially, could you set up 10 loan trusts on subsequent days, and then waive £250 from each loan each year …
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@Wildparaplanner said: Why would you need to? A gad review is done by the scheme, not by an adviser. If a client is taking the maximum gad, then the adviser may need to review their income at a gad review as this may go up or down and it may impa…
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@les_cameron said: They will need to find a provider willing to accept a contribution that does not get tax relief. You could pay in what you liked. The AA only picks up employer contributions post 75. The $64,000 question is why yo…