Nath

Discussions

• Paraplanning Role - Bristol Based

  50 views 0 comments 0 points Started by Nath July 2024 Job Board
• Transitional Tax Free Amount enquiry for specific client case

  333 views 10 comments 0 points Most recent by MothiusManius June 2024Technical stuff
• LTA and order of taking from each scheme

  144 views 5 comments 0 points Most recent by Nath April 2023Technical stuff
• Section 32 GMP and the LTA

  138 views 7 comments 0 points Most recent by Nath January 2023Technical stuff
• Trust Registration Service

  133 views 2 comments 0 points Most recent by Nath July 2022Technical stuff
• Investment Bonds and Ex-Post Disclosure

  167 views 5 comments 0 points Most recent by SussexParaplanner June 2022Technical stuff
• Paraplanner - Blue Wealth, Westbury-on-Trym, Bristol

  151 views 1 comment 0 points Most recent by Nath March 2022Job Board
• Generic high level document with basic explanations of each product/acronym etc

  171 views 1 comment 0 points Most recent by Clare_Weight November 2021General
• Tests for taking on paraplanners

  1.8K views 8 comments 0 points Most recent by Clare_Weight January 2022Team leaders & managers
• Looking for an excel template to avoid re-inventing the wheel

  220 views 6 comments 0 points Most recent by Nath February 2021General
• Where do you invest personally?

  280 views 8 comments 0 points Most recent by DanAtkinsonUK January 2021General
• Pru Tax Relief Modeller

  178 views 0 comments 0 points Started by Nath July 2020 Technical stuff
• AXA (now Phoenix) Family Sun Trust (& underlying investment)

  149 views 4 comments 0 points Most recent by DanAtkinsonUK April 2020Technical stuff
• Pension Providers & Payslips

  94 views 1 comment 0 points Most recent by ruthiebusybee April 2020General
• Top Slicing

  241 views 5 comments 0 points Most recent by JoeColeman2018 November 2019Technical stuff
• Lifetime Allowance Excess Charge - Nominating who pays?

  129 views 4 comments 0 points Most recent by Nath October 2019Technical stuff
• LTA Mindblock

  248 views 9 comments 0 points Most recent by Oldhandnewhand October 2019Technical stuff
• Belgian Pension

  99 views 5 comments 0 points Most recent by Northface September 2019Technical stuff
• Tapered Annual Allowance & Carry Forward

  216 views 11 comments 0 points Most recent by Nath July 2019Technical stuff
• CII Study Texts

  433 views 7 comments 0 points Most recent by DanAtkinsonUK April 2019CPD & Exams
• Natural Income/Distributions from Investment Bond

  333 views 5 comments 0 points Most recent by Nath April 2019Technical stuff
• AF5 April 2019 - How did everyone find it?

  170 views 0 comments 0 points Started by Nath April 2019 CPD & Exams
• AF5 Case Study 2019 - Now released

  295 views 6 comments 0 points Most recent by AnnieG March 2019CPD & Exams
• Book suggestions

  345 views 6 comments 0 points Most recent by Navigator February 2019General