Jona

Client servicing level / segmentation

43 views 0 comments 0 points Started by Jona October 2024 General

Jointly owned property - co-habiting couple. IHT treatment on death.

55 views 1 comment 0 points Most recent by les_cameron July 2024Technical stuff

Proceeds from Trust wind up paid to minors - what can be done next?

81 views 3 comments 0 points Most recent by benjaminfabi July 2024Technical stuff

Teachers Pension - buying additional pension

114 views 2 comments 0 points Most recent by Jona March 2020Technical stuff

Vulnerability - FCA Requirements

204 views 4 comments 0 points Most recent by Jona February 2020Technical stuff

Paying for the daughter's wedding - PET?

465 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)

209 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

190 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

146 views 2 comments 0 points Most recent by Jona March 2019Technical stuff

Placing an existing Term policy into Trust - Terminally Ill client

126 views 7 comments 0 points Most recent by richallum February 2019General

Networks - plea for help

315 views 10 comments 0 points Most recent by sm2000p July 2019Products & providers

Increase in DIS whilst in Serious Ill Health

124 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

250 views 12 comments 0 points Most recent by benjaminfabi October 2018General

Renting to Family Members - IHT impact where no rent paid.

104 views 4 comments 0 points Most recent by Jona October 2018Technical stuff

What KPIs do you use at staff reviews.

593 views 4 comments 0 points Most recent by Jona January 2019Team leaders & managers

Deferred Annuities

101 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

185 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

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

About

Discussions