GallusAlice

Discussions

• Beneficiary surrendering assigned Offshore Bond - Top Slicing tax question

  69 views 2 comments 0 points Most recent by GallusAlice November 2022Technical stuff
• Month 1 Emergency Tax K tax code (Scotland)

  64 views 0 comments 0 points Started by GallusAlice June 2022 Technical stuff
• SIPP Annual Review with Commercial Property

  129 views 2 comments 0 points Most recent by GallusAlice June 2021Technical stuff
• Charges - Annual Review

  307 views 5 comments 0 points Most recent by edevan5 November 2020New to paraplanning
• R03 very simple question that I am not getting - REMOVED Question as was being a bit stooopid!

  169 views 1 comment 0 points Most recent by GallusAlice October 2020CPD & Exams
• Initial Client Contact Protocol

  106 views 0 comments 0 points Started by GallusAlice August 2020 General
• Initial Client Contact

  157 views 4 comments 0 points Most recent by CHMDMC00 October 2020Administrator's Tent
• R03 - Anyone used BTS material

  662 views 5 comments 0 points Most recent by Admin February 2021CPD & Exams
• Tax Reclaim- pension withdrawal

  125 views 4 comments 0 points Most recent by arongunningham July 2020CPD & Exams
• Rebroking Life Cover

  218 views 5 comments 0 points Most recent by Caro June 2020General
• Clients Requesting Investment Withdrawals - non advised

  654 views 8 comments 0 points Most recent by Chris_Hindle1 June 2020New to paraplanning
• Aggregated Total Charge - how do I do this?!

  172 views 2 comments 0 points Most recent by arongunningham March 2020New to paraplanning
• Using iPAD or Tablets for clients to input data and sign docs

  67 views 0 comments 0 points Started by GallusAlice January 2020 Technology & IT