Jona

Teachers Pension - buying additional pension

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

Vulnerability - FCA Requirements

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

Paying for the daughter's wedding - PET?

391 views 5 comments 0 points Most recent by Jona January 2020General

State Pension Increase - when does it get paid

128 views 3 comments 0 points Most recent by Irene November 2019General

PET - CLT - PET

226 views 5 comments 0 points Most recent by Oldhandnewhand October 2019Technical stuff

Normal expenditure out of income exemption (again!!)

182 views 1 comment 0 points Most recent by richardgough October 2019Technical stuff

Holiday Home and IHT (GWR)

201 views 7 comments 0 points Most recent by amarshall October 2019Technical stuff

Multi Policy Cover for PETs

77 views 0 comments 0 points Started by Jona August 2019 Products & providers

Carry Forward - having a senior moment

165 views 10 comments 0 points Most recent by Jona August 2019Technical stuff

IHT Head Scratcher

186 views 8 comments 0 points Most recent by Jona June 2019Technical stuff

SIPP - Agricultural Land Purchase

127 views 6 comments 0 points Most recent by Jona June 2019Products & providers

Financial Planner Wanted

78 views 0 comments 0 points Started by Jona April 2019 Job Board

PPF (again) - Long Service Cap

84 views 2 comments 0 points Most recent by LiamD0529 March 2019Technical stuff

PPF - early retirement

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

Placing an existing Term policy into Trust - Terminally Ill client

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

Networks - plea for help

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

Increase in DIS whilst in Serious Ill Health

112 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

101 views 4 comments 0 points Most recent by arongunningham November 2018Technical stuff

Shariah Investment Funds

100 views 0 comments 0 points Started by Jona October 2018 Products & providers

DB "do not transfer" advice charges & VAT

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

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

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

What KPIs do you use at staff reviews.

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

Deferred Annuities

97 views 0 comments 0 points Started by Jona July 2018 Products & providers

Anyone used InvestAcc SIPP?

340 views 4 comments 0 points Most recent by Jona May 2018Products & providers

WM Capital - IFA Model Portfolios

178 views 1 comment 0 points Most recent by TomLloyd_Read April 2018Products & providers

Would advice be VAT-able in this instance

220 views 9 comments 0 points Most recent by Suse1969 March 2018General

Paraplanner Performance Review

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

IHT planning with own home - anyone come across this one before....?

195 views 3 comments 0 points Most recent by amarshall January 2018Technical stuff

With Profits MVRs & Death

141 views 2 comments 0 points Most recent by amarshall January 2018Technical stuff

Auto-enrolment and ongoing advice

163 views 3 comments 0 points Most recent by Jona January 2018Technical stuff

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