aald10074
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Hi Andy Key, as Aron points out above, is building your portfolios, or finding your specific instruments if you are not comparing blends. Once you've got your portfolios set up, you can select these from 'Portfolios', along with any indices, b…
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@benjaminfabi my thanks again - it is always particularly useful to understand the 'spirit' of what the tax rules are trying to do! And you're right, it does feel like a bit of an oversight that HMRC are missing out on the IHT on any further growth …
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@Nath and @benjaminfabi thanks for your responses on this! It turns out that the Employer does not rebate Er NICs, turning this into a simpler conversation. In the end they have opted to reduce the sacrifice to the level that achieves the maximum em…
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Hi Nath, Scottish Widows' Carry-Forward Calculator is the one that our firm uses, found here: https://adviser.scottishwidows.co.uk/tools/pensions-and-investments.html# Most importantly it factors in Threshold and Adjusted Income figures for al…
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Hi Just sat the R04 exam today and the £23,000 was actually GROSS figure. this means the first £20,000 is taxed at 20% for £4,000 with the remaining £3,000 being taxed at 50% for £1,500. this means that the amount of tax paid would equal £5,500. …