SimplyParaplanner
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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…
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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…
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This might help and refers to houseboats https://www.gov.uk/hmrc-internal-manuals/inheritance-tax-manual/ihtm46030
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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…
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I would agree with your Compliance department and would expect to see costs and charges shown separately for each wrapper.
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Wow, makes you wonder how Abbey Life had financial trouble with charges like this!
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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.
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I have used Cascade a few times no issues with them.
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Certainly an option for the right Client in the current climate.
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@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.
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Dentons
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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.
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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
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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…
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Speak to Transact they might be able to help they are quite flexible on things like that.
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> @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…
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How is everyone coping now with remote working? Have you all managed to get settled?
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Aviva also can do this. I know Transact can not do this currently.
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Hi Andy, I don't have a list but Whitechurch and Tatton have Ethical solutions which we compared against when we selected Parmenion.
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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…