timblowers
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Do you mean the changes they announced in the 2023 Spring Budget? - https://www.gov.uk/government/publications/simplifications-for-trusts-and-estates
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Is this Pru article useful? Googling 14 year rule will bring up a few more explanations. "The 14 year rule applies where there are CLTs in the 7 years before a PET which has “failed”. This rule is there to ensure that gifts which become chargeabl…
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This still works for me https://www.investmentsense.co.uk/accounts-for-pensions/
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Standard Aegon Theresa's link looked like it had one too many n's but that still didn't work. Think the address might be https://www.aegon.co.uk/advisers/paraplanner-zone.html
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@Grishm there's a new course recently announced that might be of interest. It's a mix of London based training days and online. The Regulated Diploma in Financial Planning is the end qualification but you also get training on other areas useful to p…
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Love this function of FE, using it in combination with the KII/KID document generator is a real time saver too.
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If it's completely discretionary, I don't think it would qualify on first or second death. From https://gov.uk/guidance/trusts-and-inheritance-tax#dealing-with-a-trust-when-someone-dies "If a home is put into a discretionary trust on death, th…
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Thanks, Aviva got rid of the product about 12 months ago.
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Only if it's higher. From the Finance Act: "The standard lifetime allowance for any later tax year (“the subsequent tax year”) is the same as the standard lifetime allowance for the tax year immediately preceding the subsequent tax year, unles…
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These might be good? https://www.william-russell.com/global-life-plans/
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Not used them, but is this any good? http://www.surrendalink.co.uk/adviser/adviserhome.aspx
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Sorry, not sure on how best to answer the general model portfolio research. I've heard of discus but not used it myself. The company I work for didn't really find any model portfolio providers fit their needs so built their own. They've just starte…
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Thanks Alyson. To complicate it slightly further, it was looked at by his accountant when he also had a previous adviser (which I believe was a corporate adviser to the scheme) who surmised that it was assessable against capital gains tax. Will h…
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No, it's called Magnus on the information (Plan information and T&Cs)
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Really like the idea, I'm sure it could be done through the PowWow software. Could have the standard award areas but also some more paraplanner specific ones, some ideas below: * Best platform * Best back office software * Best Discretionar…
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http://paraplannerspowwow.co.uk/wp-content/uploads/2017/08/Report-Writing-Howwow-Slides-2017-PPT.pptx It was mentioned under the blog (https://paraplannerspowwow.co.uk/its-time-for-a-post-report-writing-howwow-round-up/)
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We were potentially looking at William Russell for a case. https://www.william-russell.com/