TimMatthias
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Comments
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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.