Jenni
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- Jenni
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Coming back to this one, if a client crystallised benefits of £576k in 2007/08 with an LTA of £1.6m, then opted for Fixed Protection 2014, I assume the 07/08 crystallisations would still be tested/recorded as being against the higher LTA in place at…
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LV offers increases up to a point - following wording taken from their business protection brochure: Future planning - we understand needs change, which is why our guaranteed increase options are well equipped for an increase in the value of yo…
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Here you go: https://www.cii.co.uk/learning/support/cii-study-texts/ You have to log in to access them
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Old Mutual Wealth has a top slicing calculator https://www.oldmutualwealth.co.uk/Adviser/literature-and-support/informer/investment-planning/top-slicing-relief/
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@Rebecca_Tuck Of course - give me a shout on 01932 687 514, It's not an area I have a huge amount of experience in as it was just for this one client but I can share what I know!
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Hi Rebecca, we did some research into Sharia investing earlier this year for a client - let me know what you need and I can try to help! Thanks Jenni
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Thanks both, my Friday brain clearly wasn't thinking straight!
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I was definitely looking at it for too long - a fresh pair of eyes this morning has helped. Thanks for your comments. I've just checked out CashCalc and it looks really helpful, so have now registered for the 28 day trial. Thanks again