Wildparaplanner

Discussions

• What does your firm do for clients with tiny legacy pension pots?

  32 views 1 comment 0 points Most recent by benjaminfabi April 30General
• Good educational pieces around advising US citizens?

  97 views 3 comments 0 points Most recent by richallum April 23CPD & Exams
• Lifetime Annuity within a SIPP

  57 views 0 comments 0 points Started by Wildparaplanner April 11 Products & providers
• Partial Drawdown Transfers to Purchase a Lifetime Annuity

  98 views 7 comments 0 points Most recent by les_cameron April 14Technical stuff
• Enhanced Protection query

  103 views 1 comment 0 points Most recent by les_cameron April 4Technical stuff
• IHT Calculations involving bonds

  136 views 1 comment 0 points Most recent by richardgough March 27Technical stuff
• Furnished Holiday Lettings from April 2025

  103 views 2 comments 0 points Most recent by les_cameron March 7Technical stuff
• Is this considered an "opt out" in regards to DB advice?

  149 views 0 comments 0 points Started by Wildparaplanner March 6 Technical stuff
• New LTA regime - pre-2006 DB with no relevant BCEs

  227 views 8 comments 0 points Most recent by les_cameron March 1Technical stuff
• Carry Forward + Salary Sacrifice + Tapered Annual Allowance

  111 views 4 comments 0 points Most recent by Wildparaplanner February 28Technical stuff
• Enhanced tax-free cash query

  230 views 8 comments 0 points Most recent by SA96 March 15Technical stuff
• Onshore bond chargeable events and tax return requirements

  123 views 2 comments 0 points Most recent by les_cameron February 5Technical stuff
• DB Transfers for people past Normal Retirement Age

  133 views 1 comment 0 points Most recent by les_cameron January 16Technical stuff
• DFMs and VAT

  143 views 1 comment 0 points Most recent by TomLloyd_Read January 5Technical stuff
• Innovative (or not) product ideas that don't exist

  158 views 2 comments 0 points Most recent by Wildparaplanner October 2023General
• Scheme Specific Tax-Free Cash Query with new LTA regimes

  104 views 4 comments 0 points Most recent by les_cameron September 2023Technical stuff
• Bond Surrenders and Spousal Exemptions

  94 views 3 comments 0 points Most recent by les_cameron September 2023Technical stuff
• US citizens - options?

  65 views 0 comments 0 points Started by Wildparaplanner August 2023 Technical stuff
• Smoothed Return options

  133 views 2 comments 0 points Most recent by TimMatthias September 2023Technical stuff
• How does your firm structure paraplanning?

  208 views 2 comments 0 points Most recent by ruthiebusybee July 2023General
• Curtis Banks SIPP query

  102 views 1 comment 0 points Most recent by Steven_McBurnie June 2023Technical stuff
• Director holdings in PLC - moving shares from SSAS to SIPP

  58 views 0 comments 0 points Started by Wildparaplanner June 2023 Technical stuff
• TRS Headache

  145 views 3 comments 0 points Most recent by Wildparaplanner May 2023Technical stuff
• Researching EURO denominated funds

  42 views 1 comment 0 points Most recent by TomLloyd_Read May 2023Technical stuff
• WOL policy in discretionary trust to use annual IHT exemptions

  85 views 2 comments 0 points Most recent by Wildparaplanner May 2023Technical stuff
• Where to start for researching Sharia/Islamic compliant investments

  98 views 2 comments 0 points Most recent by TimMatthias April 2023Technical stuff
• LTA Tax charge scrapped 2023/24 with LTA removed 2024/25 - planning considerations?

  400 views 9 comments 0 points Most recent by les_cameron March 2023Technical stuff
• CGT on sale/purchase of clean/super clean share classes

  130 views 1 comment 0 points Most recent by TimMatthias August 2022Technical stuff
• Independent Research Tools query

  222 views 4 comments 0 points Most recent by JoshuaKnight July 2022Technical stuff