Wildparaplanner

Discussions

• FSCS protection for UK based GIA within an offshore bond

  43 views 2 comments 0 points Most recent by Wildparaplanner November 4Technical stuff
• LSA calculation query pre 2006

  113 views 9 comments 0 points Most recent by les_cameron October 17Technical stuff
• excess pension commencement lump sum and MPAA

  55 views 4 comments 0 points Most recent by les_cameron September 30Technical stuff
• IHT from 2027 and insurable interest now

  81 views 2 comments 0 points Most recent by TomLloyd_Read September 10Technical stuff
• GIAs for corporate accounts

  68 views 1 comment 0 points Most recent by benjaminfabi August 29Products & providers
• Carried forward NRB and gifting

  49 views 6 comments 0 points Most recent by Wildparaplanner July 31Technical stuff
• Bond gains when settled into a life interest trust

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

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

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

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

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

  471 views 8 comments 0 points Most recent by william_Morin July 16Technical stuff
• Gifts out of surplus income

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  741 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
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