SimplyParaplanner
About
- Username
- SimplyParaplanner
- Joined
- Visits
- 689
- Last Active
- Roles
- Member
Comments
-
Just be careful on whether moving from AIM to BR would still retain the 100% relief. Section107(2) IHTA 1984 sub clause 2 seems to be causing some confusion on whether with the proposed changes full relief will be retained. Time Investments ha…
-
Same view point as Andy. I would concentrate on getting the diploma first and pick up J09 later if you want to tick that box. I see lots of jobs for paraplanners wanting people either with the diploma or working towards it. I've never seen a para…
-
Congrats on passing R02 it is a tricky exam. R05 is a level 3 exam and it might be a nice break from having studied so hard for R02 to go for an easier exam that might not require so much commitment. Recommended 50study hours 10 credits and has t…
-
Hi Dan, It sounds like you just need that little bit extra. I am a fan of BTS study guides but sounds like the BTS study buddy app might just give you want you need to pass. I have found it to be more like the exam than RevisionMate which is just…
-
This might help and refers to houseboats https://www.gov.uk/hmrc-internal-manuals/inheritance-tax-manual/ihtm46030
-
You are correct about the Discretionary Trust however N&S are no where near having a IHT issue with assets inside the estate of around £250K so is this a concern at this stage, or more something to consider as part of annual reviews going forwar…
-
I would agree with your Compliance department and would expect to see costs and charges shown separately for each wrapper.
-
Wow, makes you wonder how Abbey Life had financial trouble with charges like this!
-
You can only take it from the pension if it is for pension advice only, no issues taking from say a GIA or ISA they might hold but not a pension. You and your manager are right to be wary of this.
-
I have used Cascade a few times no issues with them.
-
Certainly an option for the right Client in the current climate.
-
@Nath said: Don't blame you for avoiding Curtis Banks and James Hay....both shocking service nowadays! Its a shame Suffolk Life used to be good before CB tookover.
-
Dentons
-
You are doing your part Andy, I think you need to have a quiet word with them about this. I am sure they will be welcoming of you pointing out the pitfalls of attaching documents to emails.
-
Aegon One Retirement minimum on regs is £1. https://www.aegon.co.uk/support/faq/how-do-i/money-in/contributions/Is-there-a-minimum-contribution-I-can-pay-to-my-pension.html
-
Hi It is as you say just an investment switch therefore you would just need to include the usual risk warnings when moving from cash to Stocks and Shares. I am sure you have already but you would need to consider leaving money in cash for charg…
-
Speak to Transact they might be able to help they are quite flexible on things like that.
-
> @bambi said: > At the risk of sounding dim, can I ask why you would recommend an over 75 to contribute the gross payment into a pension? wouldn't an ISA be a better option? did the client have IHT issues? > > thanks Whils…
-
How is everyone coping now with remote working? Have you all managed to get settled?
-
Aviva also can do this. I know Transact can not do this currently.
-
Hi Andy, I don't have a list but Whitechurch and Tatton have Ethical solutions which we compared against when we selected Parmenion.
-
It might be worth looking at someone like Parmenion. They offer 4 different versions of their portfolios depending on how ethical the Clients views are and then 10 different ATRs so 40 portfolios. Just as an example if you google Parmenion Ethica…