richallum
Can't remember what this box is for.
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@richardgough said: Can you build your own long-term portfolios and then make changes so they can track the long-term performance of a CIP? yes
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I'll email you @benjaminfabi They have been very fair with us and certainly more favourable than other software providers.
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Also, support is 💯
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We've been running both for a while now as we've given notice to FE. Very impressed with Fintegrate so far. Nicer UI, nicer outputs and it actually saves stuff after spending ages creating it. Much better VFM too. The only thing it can't do for us s…
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@Wildparaplanner good comment. I'm just about to meet with Les to plan content for our Online Assembly next week on the Budget and will add this to the list.
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Thanks @Nath
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Thanks @benjaminfabi I used to do these in my sleep but time marches on 👴
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@les_cameron not a problem, I'll be watching the recording straight after :-)
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That's weird. How about this? https://events.mandg.com/be-ahead-of-the-pack
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Thanks @les_cameron It's the £1m property that will go into the trust. The £2m business stays out.
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Saturn announced they'd bought ATEB report writing & compliance service & team yesterday so they're one to watch for this.
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Thanks for taking the time to do that @JonHallSWP
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Hi @Danny79 & welcome. You've joined a great team at Argonaut.
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Thanks. I've been using Cleft for getting stuff out of my head and it produces a really good, well structured transcript.
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@benjaminfabi which tools are you using for transforming dictations. Are these your own dictations or someone else's given to you?
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Thanks @benjaminfabi That's what I thought with 1982.
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Thanks @les_cameron this one is RAS
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A related case I'm working on: * client settled £5m of BR qualifying shares in their company A to trusts in early 2024 * holdover relief applied * client has £2m shares in another unquoted company B they own * whats the IHT/BR position …
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Just so I'm 100% right on this, they will get 30% relief on the VCT contribution capped at the Income Tax charge at Step 5?
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@benjaminfabi said: This is excellent @JonHallSWP - great resource. Many thanks I agree. This was a test post an online assembly and I think it worked well.
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Thanks for answering those @JonHallSWP You're always welcome to stop by the Big Tent.
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Here are all the questions submitted for the live event today that we didn't have time to get to. * What CPD is required to advise on protection? * Are there any care fees insurance products anymore? * Is rebroking still a thing? * Are GP re…
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Hi @MariaEvans24 if you haven't seen it yet, you might find this useful to join.
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Hi @CAMPritchard & welcome. You'll find lots of support here.
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There are several Online Assemblies on CRPs in the archive. Just go to the Resources are of the website
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@amarshall outsourced paraplanning firms can help with this (cough cough). We do a lot of this with our adviser clients.
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@Wildparaplanner here's the link to the assembly: https://paraplannersassembly.co.uk/event/paraplanning-in-an-age-of-ai/
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We always quote all the costs inc transaction fees. If you have FE, the MiFID tool pulls them all through.
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FYI. We're recording a bite sized video on this shortly.
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Hi @SamGibson We've prepared a guide to help advice firms with this. You can read it and download the supporting documents here.