smith

Discussions

• Updating suitability templates for 2026/27

  72 views 0 comments 0 points Started by smith March 31 General
• Gift out of discretionary trust into bare trust

  118 views 5 comments 0 points Most recent by les_cameron March 31Technical stuff
• Tapered annual allowance

  61 views 2 comments 0 points Most recent by benjaminfabi October 2025Technical stuff
• Stand alone lump sum & MPAA

  65 views 3 comments 0 points Most recent by les_cameron August 2025Technical stuff
• Partial and Full bond surrenders

  88 views 2 comments 0 points Most recent by smith August 2025Technical stuff
• Bond in Vulnerable trust

  62 views 2 comments 0 points Most recent by les_cameron July 2025Technical stuff
• Reduction in relief for AIM

  105 views 1 comment 0 points Most recent by SA96 April 2025Technical stuff
• Valuations

  73 views 0 comments 0 points Started by smith April 2025 General
• Offshore bond surrender - tax calc method check...

  128 views 5 comments 0 points Most recent by les_cameron March 2025Technical stuff
• Salary sacrifice & Minimum Wage

  98 views 2 comments 0 points Most recent by smith February 2025Technical stuff
• M&G wrapper comparison tool

  128 views 2 comments 0 points Most recent by smith November 2024Technical stuff
• CGT - pre & post budget

  156 views 4 comments 0 points Most recent by benjaminfabi November 2024Technical stuff
• Ending IIP (IPDI) Trust within lifetime

  110 views 1 comment 0 points Most recent by richardgough July 2024Technical stuff
• Queues on IO

  134 views 0 comments 0 points Started by smith February 2023 Technology & IT
• Cost disclosures

  260 views 2 comments 0 points Most recent by benjaminfabi February 2023Technical stuff
• Question for FE gurus

  444 views 6 comments 0 points Most recent by Nath November 2022Paraplanning tips & tricks
• Skills Matrix

  150 views 0 comments 0 points Started by smith September 2022 Team leaders & managers