Nath

Discussions

• Transitional Tax Free Amount enquiry for specific client case

  67 views 6 comments 0 points Most recent by Nath April 12Technical stuff
• LTA and order of taking from each scheme

  132 views 5 comments 0 points Most recent by Nath April 2023Technical stuff
• Section 32 GMP and the LTA

  110 views 7 comments 0 points Most recent by Nath January 2023Technical stuff
• Trust Registration Service

  124 views 2 comments 0 points Most recent by Nath July 2022Technical stuff
• Investment Bonds and Ex-Post Disclosure

  136 views 5 comments 0 points Most recent by SussexParaplanner June 2022Technical stuff
• Paraplanner - Blue Wealth, Westbury-on-Trym, Bristol

  136 views 1 comment 0 points Most recent by Nath March 2022Job Board
• Generic high level document with basic explanations of each product/acronym etc

  165 views 1 comment 0 points Most recent by Clare_Weight November 2021General
• Tests for taking on paraplanners

  1.4K views 8 comments 0 points Most recent by Clare_Weight January 2022Team leaders & managers
• Looking for an excel template to avoid re-inventing the wheel

  212 views 6 comments 0 points Most recent by Nath February 2021General
• Where do you invest personally?

  271 views 8 comments 0 points Most recent by DanAtkinsonUK January 2021General
• Pru Tax Relief Modeller

  173 views 0 comments 0 points Started by Nath July 2020 Technical stuff
• AXA (now Phoenix) Family Sun Trust (& underlying investment)

  128 views 4 comments 0 points Most recent by DanAtkinsonUK April 2020Technical stuff
• Pension Providers & Payslips

  90 views 1 comment 0 points Most recent by ruthiebusybee April 2020General
• Top Slicing

  235 views 5 comments 0 points Most recent by JoeColeman2018 November 2019Technical stuff
• Lifetime Allowance Excess Charge - Nominating who pays?

  117 views 4 comments 0 points Most recent by Nath October 2019Technical stuff
• LTA Mindblock

  245 views 9 comments 0 points Most recent by Oldhandnewhand October 2019Technical stuff
• Belgian Pension

  93 views 5 comments 0 points Most recent by Northface September 2019Technical stuff
• Tapered Annual Allowance & Carry Forward

  214 views 11 comments 0 points Most recent by Nath July 2019Technical stuff
• CII Study Texts

  365 views 7 comments 0 points Most recent by DanAtkinsonUK April 2019CPD & Exams
• Natural Income/Distributions from Investment Bond

  236 views 5 comments 0 points Most recent by Nath April 2019Technical stuff
• AF5 April 2019 - How did everyone find it?

  167 views 0 comments 0 points Started by Nath April 2019 CPD & Exams
• AF5 Case Study 2019 - Now released

  280 views 6 comments 0 points Most recent by AnnieG March 2019CPD & Exams
• Book suggestions

  275 views 6 comments 0 points Most recent by Navigator February 2019General