amelia1983

Comments

• Hi, my firm are in a similar position and are about to promote one of our administrators to the trainee paraplanning role and I am looking to put in place a structured training plan. I wondered if you would be willing to share your ideas? She has no…

  in Structured Training for Trainee Paraplanner Comment by amelia1983 November 19
• Thanks Les. This is the response I have had from two providers: 'My payment team have advised that at the moment, due to recent changes in the pension legislation we are unable to pay out protected tax free cash at this time and HMRC have advised…

  in Scheme-Specific Tax Free Cash Comment by amelia1983 July 23
• @les_cameron said: LTA webinar next Thursday! I think at a high level it's fairly straightforward... Your LSA and LSDBA get reduced based on LTA usage. As an example 50% LTA usage would result in you deducting £134,137.50 fro…

  in NEW LTA Rules Comment by amelia1983 November 2023
• Hi. We work in a 'Pod' system where we have a paraplanner and administrator for each adviser (or per 2 advisers). The paraplanners and admin staff do both initial/new business and follow up/ongoing service. This is not split. I find this works…

  in How does your firm structure paraplanning? Comment by amelia1983 July 2023
• Thanks Richard. This has been really helpful.

  in IPDI Trust - Life Tenant and Trust Capital Comment by amelia1983 September 2022
• Thanks Richard. I have managed to get a copy of the Will. This states - My Trustees must hold whatever remains when these payments (ie debts) have been made (trust fund) on the trusts in the following clauses. Then it mentions a title - Discreti…

  in IPDI Trust - Life Tenant and Trust Capital Comment by amelia1983 September 2022
• I haven't personally seen it. I understand the 'Will' created the trust.

  in IPDI Trust - Life Tenant and Trust Capital Comment by amelia1983 September 2022
• Thanks so much Ben.

  in IHT for cohabiting siblings Comment by amelia1983 June 2022
• Thank you so much guys. Really helpful!

  in DB Advice - Any platforms/providers who will accept a DB transfer with a non-positive advice? Comment by amelia1983 January 2022
• Thanks so much Ben and Richard. This has been so helpful.

  in Taxation of Investment Bond Gains - Policy owner = exactors of estate Comment by amelia1983 January 2022
• Thanks so much Richard. So, what if there was no other trust (deed) set up? All we have is this paragraph in the will? Basically, the executors signed paperwork with the bond provider to change the policy ownership from the deceased to Mr XX and Mrs…

  in Taxation of Investment Bond Gains - Policy owner = exactors of estate Comment by amelia1983 January 2022
• Hi Richard, I have got a copy of the Will. This says i give xxbond to my trustees to hold on trust for the benefit of all or such one or more exclusively of others or of my husband and my children an remote issue whether living at my death or bo…

  in Taxation of Investment Bond Gains - Policy owner = exactors of estate Comment by amelia1983 January 2022
• Thanks Richard. I will get a copy of the Will and review this.

  in Taxation of Investment Bond Gains - Policy owner = exactors of estate Comment by amelia1983 January 2022
• Hi Richard, Thanks so much for responding. Basically the client and her father administered the estate of the mother and when asked by the bond provider asked who should be the owner - the executors agreed that they should (as executors) and they…

  in Taxation of Investment Bond Gains - Policy owner = exactors of estate Comment by amelia1983 January 2022
• I am potentially looking to attempt STEP next year. I would be interested in how you found it. Good luck :-)

  in STEP exams Comment by amelia1983 September 2018