Wildparaplanner

Discussions

• Drawdown to drawdown transfers and stakeholder discounting rules

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

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

  136 views 7 comments 0 points Most recent by les_cameron February 14Technical stuff
• Trusts, MPS and Investment Policy Statements

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  291 views 8 comments 0 points Most recent by SA96 March 2024Technical stuff
• Onshore bond chargeable events and tax return requirements

  141 views 2 comments 0 points Most recent by les_cameron February 2024Technical stuff
• DB Transfers for people past Normal Retirement Age

  140 views 1 comment 0 points Most recent by les_cameron January 2024Technical stuff
• DFMs and VAT

  238 views 1 comment 0 points Most recent by TomLloyd_Read January 2024Technical stuff
• Innovative (or not) product ideas that don't exist

  187 views 2 comments 0 points Most recent by Wildparaplanner October 2023General
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