Jona

Discussions

• Client servicing level / segmentation

  36 views 0 comments 0 points Started by Jona October 22 General
• Jointly owned property - co-habiting couple. IHT treatment on death.

  52 views 1 comment 0 points Most recent by les_cameron July 31Technical stuff
• Proceeds from Trust wind up paid to minors - what can be done next?

  78 views 3 comments 0 points Most recent by benjaminfabi July 31Technical stuff
• Teachers Pension - buying additional pension

  114 views 2 comments 0 points Most recent by Jona March 2020Technical stuff
• Vulnerability - FCA Requirements

  203 views 4 comments 0 points Most recent by Jona February 2020Technical stuff
• Paying for the daughter's wedding - PET?

  462 views 5 comments 0 points Most recent by Jona January 2020General
• State Pension Increase - when does it get paid

  130 views 3 comments 0 points Most recent by Irene November 2019General
• PET - CLT - PET

  231 views 5 comments 0 points Most recent by Oldhandnewhand October 2019Technical stuff
• Normal expenditure out of income exemption (again!!)

  186 views 1 comment 0 points Most recent by richardgough October 2019Technical stuff
• Holiday Home and IHT (GWR)

  208 views 7 comments 0 points Most recent by amarshall October 2019Technical stuff
• Multi Policy Cover for PETs

  81 views 0 comments 0 points Started by Jona August 2019 Products & providers
• Carry Forward - having a senior moment

  168 views 10 comments 0 points Most recent by Jona August 2019Technical stuff
• IHT Head Scratcher

  189 views 8 comments 0 points Most recent by Jona June 2019Technical stuff
• SIPP - Agricultural Land Purchase

  130 views 6 comments 0 points Most recent by Jona June 2019Products & providers
• Financial Planner Wanted

  82 views 0 comments 0 points Started by Jona April 2019 Job Board
• PPF (again) - Long Service Cap

  88 views 2 comments 0 points Most recent by LiamD0529 March 2019Technical stuff
• PPF - early retirement

  145 views 2 comments 0 points Most recent by Jona March 2019Technical stuff
• Placing an existing Term policy into Trust - Terminally Ill client

  125 views 7 comments 0 points Most recent by richallum February 2019General
• Networks - plea for help

  313 views 10 comments 0 points Most recent by sm2000p July 2019Products & providers
• Increase in DIS whilst in Serious Ill Health

  122 views 2 comments 0 points Most recent by Jona December 2018Technical stuff
• Pre ADay Pension in Payment - valuing for LTA at first post ADay BCE

  105 views 4 comments 0 points Most recent by arongunningham November 2018Technical stuff
• Shariah Investment Funds

  104 views 0 comments 0 points Started by Jona October 2018 Products & providers
• DB "do not transfer" advice charges & VAT

  249 views 12 comments 0 points Most recent by benjaminfabi October 2018General
• Renting to Family Members - IHT impact where no rent paid.

  103 views 4 comments 0 points Most recent by Jona October 2018Technical stuff
• What KPIs do you use at staff reviews.

  588 views 4 comments 0 points Most recent by Jona January 2019Team leaders & managers
• Deferred Annuities

  100 views 0 comments 0 points Started by Jona July 2018 Products & providers
• Anyone used InvestAcc SIPP?

  341 views 4 comments 0 points Most recent by Jona May 2018Products & providers
• WM Capital - IFA Model Portfolios

  184 views 1 comment 0 points Most recent by TomLloyd_Read April 2018Products & providers
• Would advice be VAT-able in this instance

  224 views 9 comments 0 points Most recent by Suse1969 March 2018General
• Paraplanner Performance Review

  375 views 1 comment 0 points Most recent by parawhat February 2018General
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