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Jona
About
Username
Jona
Joined
September 2016
Visits
3,083
Last Active
November 11
Roles
Member
Activity
Discussions
49
Comments
293
Discussions
Client servicing level / segmentation
35
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 31
Technical 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 31
Technical stuff
Teachers Pension - buying additional pension
114
views
2
comments
0
points
Most recent by
Jona
March 2020
Technical stuff
Vulnerability - FCA Requirements
203
views
4
comments
0
points
Most recent by
Jona
February 2020
Technical stuff
Paying for the daughter's wedding - PET?
462
views
5
comments
0
points
Most recent by
Jona
January 2020
General
State Pension Increase - when does it get paid
130
views
3
comments
0
points
Most recent by
Irene
November 2019
General
PET - CLT - PET
231
views
5
comments
0
points
Most recent by
Oldhandnewhand
October 2019
Technical stuff
Normal expenditure out of income exemption (again!!)
186
views
1
comment
0
points
Most recent by
richardgough
October 2019
Technical stuff
Holiday Home and IHT (GWR)
208
views
7
comments
0
points
Most recent by
amarshall
October 2019
Technical 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 2019
Technical stuff
IHT Head Scratcher
189
views
8
comments
0
points
Most recent by
Jona
June 2019
Technical stuff
SIPP - Agricultural Land Purchase
130
views
6
comments
0
points
Most recent by
Jona
June 2019
Products & 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 2019
Technical stuff
PPF - early retirement
145
views
2
comments
0
points
Most recent by
Jona
March 2019
Technical stuff
Placing an existing Term policy into Trust - Terminally Ill client
124
views
7
comments
0
points
Most recent by
richallum
February 2019
General
Networks - plea for help
313
views
10
comments
0
points
Most recent by
sm2000p
July 2019
Products & providers
Increase in DIS whilst in Serious Ill Health
122
views
2
comments
0
points
Most recent by
Jona
December 2018
Technical 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 2018
Technical stuff
Shariah Investment Funds
104
views
0
comments
0
points
Started by
Jona
October 2018
Products & providers
DB "do not transfer" advice charges & VAT
248
views
12
comments
0
points
Most recent by
benjaminfabi
October 2018
General
Renting to Family Members - IHT impact where no rent paid.
103
views
4
comments
0
points
Most recent by
Jona
October 2018
Technical stuff
What KPIs do you use at staff reviews.
588
views
4
comments
0
points
Most recent by
Jona
January 2019
Team 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 2018
Products & providers
WM Capital - IFA Model Portfolios
184
views
1
comment
0
points
Most recent by
TomLloyd_Read
April 2018
Products & providers
Would advice be VAT-able in this instance
224
views
9
comments
0
points
Most recent by
Suse1969
March 2018
General
Paraplanner Performance Review
375
views
1
comment
0
points
Most recent by
parawhat
February 2018
General
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