Wildparaplanner

Discussions

• Protected tax-free cash query

  27 views 3 comments 0 points Most recent by les_cameron January 7Technical stuff
• FSCS protection for UK based GIA within an offshore bond

  49 views 2 comments 0 points Most recent by Wildparaplanner November 2025Technical stuff
• LSA calculation query pre 2006

  115 views 9 comments 0 points Most recent by les_cameron October 2025Technical stuff
• excess pension commencement lump sum and MPAA

  55 views 4 comments 0 points Most recent by les_cameron September 2025Technical stuff
• IHT from 2027 and insurable interest now

  82 views 2 comments 0 points Most recent by TomLloyd_Read September 2025Technical stuff
• GIAs for corporate accounts

  70 views 1 comment 0 points Most recent by benjaminfabi August 2025Products & providers
• Carried forward NRB and gifting

  50 views 6 comments 0 points Most recent by Wildparaplanner July 2025Technical stuff
• Bond gains when settled into a life interest trust

  102 views 6 comments 0 points Most recent by Wildparaplanner June 2025Technical stuff
• Rysaffe Principle query

  90 views 0 comments 0 points Started by Wildparaplanner May 2025 Technical stuff
• Gift inter vivos query for gifting PCLS

  101 views 1 comment 0 points Most recent by benjaminfabi May 2025Technical stuff
• Auto Rebalancing functionality on platforms

  112 views 2 comments 0 points Most recent by benjaminfabi April 2025Technical stuff
• Drawdown to drawdown transfers and stakeholder discounting rules

  106 views 3 comments 0 points Most recent by benjaminfabi February 2025Technical stuff
• Family Investment Company - GIA or Bond?

  489 views 8 comments 0 points Most recent by william_Morin July 2025Technical stuff
• Gifts out of surplus income

  324 views 11 comments 0 points Most recent by amelia1983 March 2025Technical stuff
• Trusts, MPS and Investment Policy Statements

  65 views 1 comment 0 points Most recent by les_cameron January 2025Technical stuff
• Views on a couple of technology providers

  106 views 0 comments 0 points Started by Wildparaplanner January 2025 Technology & IT
• Interaction of Loans, Gifts and CLTs

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

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

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

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

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

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

  134 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

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

  235 views 7 comments 0 points Most recent by les_cameron January 5Technical stuff
• What does your firm do for clients with tiny legacy pension pots?

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

  209 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

  757 views 7 comments 0 points Most recent by les_cameron April 2024Technical stuff
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