Wildparaplanner

Discussions

• Interaction of Loans, Gifts and CLTs

  38 views 3 comments 0 points Most recent by benjaminfabi December 10Technical stuff
• Full transfer of GMP to a lifetime annuity

  87 views 10 comments 0 points Most recent by Wildparaplanner December 12Technical stuff
• SIPPs for non-uk residents

  55 views 1 comment 0 points Most recent by SA96 October 25Technical stuff
• Agent as Client for DIMs and changing DIMs

  128 views 5 comments 0 points Most recent by benjaminfabi October 29General
• Losing Enhanced Protection whilst legislation issues persist

  73 views 4 comments 0 points Most recent by Wildparaplanner August 13Technical stuff
• TTFAC and previously taken SSPTFC

  46 views 1 comment 0 points Most recent by les_cameron July 31Technical stuff
• IPDI - tax treatment of portfolio

  46 views 3 comments 0 points Most recent by richardgough July 31Technical stuff
• New money to an existing Loan Trust and TRS requirements

  52 views 1 comment 0 points Most recent by les_cameron July 25Technical stuff
• MPS and KIID document disclosure

  65 views 0 comments 0 points Started by Wildparaplanner July 23 Technical stuff
• AIM shares and replacement property rules

  128 views 2 comments 0 points Most recent by TimMatthias June 21Technical stuff
• What does your firm do for clients with tiny legacy pension pots?

  292 views 4 comments 0 points Most recent by MothiusManius May 29General
• Good educational pieces around advising US citizens?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  223 views 2 comments 0 points Most recent by ruthiebusybee July 2023General
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