TimMatthias
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- TimMatthias
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Found it now. Hate this system, so alternatives still appreciated.
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You could try DG Mutual. Not an executive plan, but they will take employer premiums.
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If you are staying with Royal London, they use their "Income Release" product to hold the crystallised funds, with any uncrystallised funds remaining in the original plan.
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Pretty sure that the two year clock starts again unless you pass the BPR qualifying asset to a spouse or civil partner.
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Has anyone managed to get the report to print on two pages? If I select PDF to print there is enough space at the bottom of pages 1 and 2, but the report defaults to 3 pages.
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Hi Amelia, I believe it is £85K in total. Tim
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If you want to be as close to CII as possible, then the CII past papers will be best. I used Revision Mate via my CII login, which allowed me to do past papers online in the same way that the exam itself works. I have also found the Brand stuff t…
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@les_cameron said: I've always understood they are considered but this is the DWP guides for Staff if you scroll down to H2 - Capital Disregards you will see that onshore investment bonds are disregarded indefinitely. https://www.gov.uk/governmen…
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@Sam_T said: Thanks Ben - interesting and I understand your point. I suppose, it is worth arguing that the TB today is a known figure, against a future 'potential' TB which is unknown. In an ideal world I would ditch off Selectapens…
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I receive an email every evening from ADVFN Newsdesk, which is free. It is far too much detail on individual stocks to be bothered with every day, but provides some good general information too. Example below: London stocks closed in a mixed stat…
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As long as it is the same fund, switching from one share class to another does not create a capital gain and you don't have to wait 30 days.
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Hi Naomi, The following webpage suggests that having £45,000 in an onshore bond will count and will therefore mean your client won't be able to claim UC. https://www.understandinguniversalcredit.gov.uk/new-to-universal-credit/how-much-youll-ge…
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@Theresa_Dixon said: Hi Tim - I'm one of the platform consultants at Aegon. If you'd like to discuss this case in any further detail, please feel free to send me your contact details to theresa.dixon@aegon.co.uk Hi Theresa, Emailed yo…
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@SimplyParaplanner said: 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 Thanks SP.
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@richardgough said: @TimMatthias said: I always give the increase or decrease in % and £ terms, with a breakdown per wrapper and an overall total for the £. Client specific figures or generic for each wrapper? …
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I always give the increase or decrease in % and £ terms, with a breakdown per wrapper and an overall total for the £.
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@GallusAlice said: Hi Tim. We swtiched to Fintegarate a few months ago from FE Analytics. We really like it. Simple to use and provides exactly what we need without over complicating. There have been a few teething probs and errors which their t…
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In my opinion, cashflow should be part of the service agreement and shouldn't be charged separately.
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@Lukewilde said: Hi Tim, we started using Fintegrate from the beginning of this year and love it. It helps me get through so much more work and is really simple to use, unlike a lot of other systems I've used in the past. The feedback we've had f…
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Are they fixed/bare trusts or flexible trusts? Some or all of the 7 x £5,000 annual gifts may be allowed as expenses from natural income. See link below. https://www.gov.uk/hmrc-internal-manuals/inheritance-tax-manual/ihtm14231
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Another recommendation for Genovo. Pretty easy to use and you can change the colour to match your company branding. Takes a little time at the start to customise the content.