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Kate_W

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Kate_W
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  • esthomizzy - it looks like you are double counting the personal allowance (a mistake that I made when studying R03). If you look at a basic income tax calculation (if you have access to the R03 text book read chapter 1 section I2) you want to fo…
    in R06 revision Comment by Kate_W July 2019
  • I looked into this a couple of months ago for a client on the Old Mutual platform. Old Mutual have a form to complete and on receipt they will then write to the client's GP: "When we have the completed forms, we will write to the client’s General…
    in Full fund withdrawal tax free due to terminal illness Comment by Kate_W September 2018
  • I've dealt with a couple of GMP cases over the last few years and they have been treated the same way - with Aviva and Clerical Medical (Scot Wids).  When the client reaches GMP age they should receive the retirement paperwork - the same as with a …
    in Underfunded S32 - any ideas? Comment by Kate_W January 2018