ParaPiri

Comments

• The appendicies is mainly KIIDS,Provider Key Features, T&C,Illustrations, FE Comparisons etc and this is currently being placed at the back of the report. We do have a portal being set up as we speak so that may be a consideration. Do you use R…

  in Streamline processes: Replacement Policy Forms/Research Rationale necessary? Appendices on CD OK? Comment by ParaPiri November 2019
• Yes,quite. May as well just start reducing the Onshore Bond with his 5% withdrawals which was my initial plan and that will cover the shortfall and place some of the £200k in a Unit Trust for potentially better growth than the bank account.

  in IHT and income shortfall question Comment by ParaPiri September 2019
• OK thanks, I'll look into that. But to address the income shortfall, maybe a DGT is the best way forward and address some IHT?

  in IHT and income shortfall question Comment by ParaPiri September 2019
• Hi , yes estate is £3m with house worth just over £2m and he has children to pass the property down to. He's in receipt of his State Pension and an annuity of around £20kp.a. in payment. Plus £1m uncrystalised PP to take before 75. Reducing the I…

  in IHT and income shortfall question Comment by ParaPiri September 2019