smith

Comments

• I'm sure Way Fund Managers used to run a flexible reversionary trust with collectives - not that I'm saying that makes it right...

  in DGT query Comment by smith April 3
• Hi there, We don't have anything similar, though do your trainees follow a set path through the exams? If so it makes it easy to have points where the increases could be offered, maybe after R01, then once R02 & 3 are complete, then after 4 &am…

  in Trainee Paraplanner progression scheme Comment by smith April 2
• thanks for the info - are any of them useful for data cleansing?

  in What AI tools or services are you using or looking at? Comment by smith March 20
• Thanks for the updated info. Are any of them useful for data cleansing?

  in What AI tools or services are you using or looking at? Comment by smith March 19
• Hi all, thought I'd bump this topic as I imagine there's been more use/progress in the last 12 months.

  in What AI tools or services are you using or looking at? Comment by smith March 14
• Cheers Les, I'd seen the tool, but not been into it, so not spotted what it could cover. Handily, gives the same answers as my cobbled together spreadsheet...

  in Offshore bond surrender - tax calc method check... Comment by smith February 28
• Thanks - this was my thoughts too, though can't find a definitive answer typically...

  in Salary sacrifice & Minimum Wage Comment by smith February 25
• Cheers Les

  in M&G wrapper comparison tool Comment by smith November 2024
• interestingly then, as long as you have had gains of up to £3k pre budget, you still have the opportunity to crystallise some gains now taxable at 10/20%

  in CGT - pre & post budget Comment by smith November 2024
• Cheers Richard

  in CGT - pre & post budget Comment by smith November 2024
• That’s brilliant. Thank you

  in Question for FE gurus Comment by smith November 2022
• Hi there Can I go on too please? Tony

  in Are you a team leader or manager? Comment by smith September 2022