Wildparaplanner

Discussions

• Bond gains when settled into a life interest trust

  88 views 6 comments 0 points Most recent by Wildparaplanner June 3Technical stuff
• Rysaffe Principle query

  65 views 0 comments 0 points Started by Wildparaplanner May 8 Technical stuff
• Gift inter vivos query for gifting PCLS

  77 views 1 comment 0 points Most recent by benjaminfabi May 7Technical stuff
• Auto Rebalancing functionality on platforms

  93 views 2 comments 0 points Most recent by benjaminfabi April 17Technical stuff
• Drawdown to drawdown transfers and stakeholder discounting rules

  88 views 3 comments 0 points Most recent by benjaminfabi February 5Technical stuff
• Family Investment Company - GIA or Bond?

  183 views 7 comments 0 points Most recent by les_cameron February 5Technical stuff
• Gifts out of surplus income

  286 views 11 comments 0 points Most recent by amelia1983 March 26Technical stuff
• Trusts, MPS and Investment Policy Statements

  49 views 1 comment 0 points Most recent by les_cameron January 21Technical stuff
• Views on a couple of technology providers

  92 views 0 comments 0 points Started by Wildparaplanner January 15 Technology & IT
• Interaction of Loans, Gifts and CLTs

  64 views 3 comments 0 points Most recent by benjaminfabi December 2024Technical stuff
• Full transfer of GMP to a lifetime annuity

  158 views 10 comments 0 points Most recent by Wildparaplanner December 2024Technical stuff
• SIPPs for non-uk residents

  64 views 1 comment 0 points Most recent by SA96 October 2024Technical stuff
• Agent as Client for DIMs and changing DIMs

  148 views 5 comments 0 points Most recent by benjaminfabi October 2024General
• Losing Enhanced Protection whilst legislation issues persist

  85 views 4 comments 0 points Most recent by Wildparaplanner August 2024Technical stuff
• TTFAC and previously taken SSPTFC

  54 views 1 comment 0 points Most recent by les_cameron July 2024Technical stuff
• IPDI - tax treatment of portfolio

  87 views 3 comments 0 points Most recent by richardgough July 2024Technical stuff
• New money to an existing Loan Trust and TRS requirements

  58 views 1 comment 0 points Most recent by les_cameron July 2024Technical stuff
• MPS and KIID document disclosure

  91 views 0 comments 0 points Started by Wildparaplanner July 2024 Technical stuff
• AIM shares and replacement property rules

  148 views 2 comments 0 points Most recent by TimMatthias June 2024Technical stuff
• What does your firm do for clients with tiny legacy pension pots?

  317 views 4 comments 0 points Most recent by MothiusManius May 2024General
• Good educational pieces around advising US citizens?

  204 views 3 comments 0 points Most recent by richallum April 2024CPD & Exams
• Lifetime Annuity within a SIPP

  112 views 0 comments 0 points Started by Wildparaplanner April 2024 Products & providers
• Partial Drawdown Transfers to Purchase a Lifetime Annuity

  524 views 7 comments 0 points Most recent by les_cameron April 2024Technical stuff
• Enhanced Protection query

  162 views 1 comment 0 points Most recent by les_cameron April 2024Technical stuff
• IHT Calculations involving bonds

  245 views 1 comment 0 points Most recent by richardgough March 2024Technical stuff
• Furnished Holiday Lettings from April 2025

  128 views 2 comments 0 points Most recent by les_cameron March 2024Technical stuff
• Is this considered an "opt out" in regards to DB advice?

  171 views 0 comments 0 points Started by Wildparaplanner March 2024 Technical stuff
• New LTA regime - pre-2006 DB with no relevant BCEs

  364 views 8 comments 0 points Most recent by les_cameron March 2024Technical stuff
• Carry Forward + Salary Sacrifice + Tapered Annual Allowance

  158 views 4 comments 0 points Most recent by Wildparaplanner February 2024Technical stuff
• Enhanced tax-free cash query

  297 views 8 comments 0 points Most recent by SA96 March 2024Technical stuff
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