amarshall

Discussions

• Disabled Persons Trust

  82 views 2 comments 0 points Most recent by amarshall May 2025Technical stuff
• Borrowing for Business Relief investment

  182 views 1 comment 0 points Most recent by les_cameron May 2024Technical stuff
• Beneficiary's Drawdown

  249 views 9 comments 0 points Most recent by PeterM February 2024Technical stuff
• Transfer into a SSAS

  280 views 5 comments 0 points Most recent by amarshall January 2024Products & providers
• New SSAS

  140 views 3 comments 0 points Most recent by amarshall June 2023Technical stuff
• Octopus & LGT Vestra

  120 views 1 comment 0 points Most recent by amarshall May 2022Products & providers
• Is this a bad idea?

  275 views 12 comments 0 points Most recent by amarshall March 2022Technical stuff
• Spending capital

  160 views 3 comments 0 points Most recent by Nathan January 2020Technical stuff
• Studying in the USA

  111 views 1 comment 0 points Most recent by Yonkers420 September 2019Technical stuff
• Deliberate deprivation

  220 views 4 comments 0 points Most recent by Claire Goodwin July 2019General
• Leeds based firm

  117 views 3 comments 0 points Most recent by TomLloyd_Read April 2019General
• Loan trusts

  120 views 4 comments 0 points Most recent by amarshall March 2019Technical stuff
• Carry forward

  180 views 4 comments 0 points Most recent by amarshall March 2019Technical stuff
• Old policies

  134 views 5 comments 0 points Most recent by Yonkers420 November 2018General
• Standard Life blocking transfers

  233 views 4 comments 0 points Most recent by Ralfos August 2018Products & providers
• SSAS to SSAS transfer

  172 views 5 comments 0 points Most recent by Ralfos August 2018Technical stuff
• Expenditure analysis

  218 views 1 comment 0 points Most recent by Debradee August 2018Paraplanning tips & tricks
• Handy website

  241 views 2 comments 0 points Most recent by LouiseD79 January 2018Technical stuff
• Long term trust

  164 views 3 comments 0 points Most recent by richardgough December 2016Technical stuff
• Cost comparisons for transfers into existing SIPPs

  209 views 6 comments 0 points Most recent by richardgough September 2016Technical stuff
• Risk Profiling & Asset Allocation

  189 views 1 comment 0 points Most recent by Jona September 2016Technology & IT
• The Patterson Group

  227 views 0 comments 0 points Started by amarshall August 2016 CPD & Exams