Nathan

Discussions

• Bypass LTA charge by not designating uncrystallised funds

  170 views 2 comments 0 points Most recent by benjaminfabi August 2018Technical stuff
• Split Screen Trick

  515 views 8 comments 0 points Most recent by Sam September 2018Paraplanning tips & tricks
• Amersham - Buckinghamshire

  102 views 0 comments 0 points Started by Nathan July 2018 Job Board
• SelectaPension is pulling the Quartely Admin Charge Incorrectly - AUM over £200k should be £0

  140 views 5 comments 0 points Most recent by arongunningham June 2018Technology & IT
• Retirement Advantage Hybrid Product

  176 views 2 comments 0 points Most recent by amarshall April 2018Technical stuff
• HMRC Tapered Annual Allowance Calculator

  260 views 3 comments 0 points Most recent by Jamie_Barnes February 2018Technical stuff
• Pension Sharing Order

  187 views 2 comments 0 points Most recent by Nathan December 2017Technical stuff
• Section 32 with GMP and Protected Tax-Free Cash

  1K views 3 comments 0 points Most recent by benjaminfabi December 2017Technical stuff
• Paraplanner PowWow Awards and Provider Due Dilligence

  531 views 10 comments 0 points Most recent by SianDaviesCole March 2018Products & providers
• Paraplanner Involvement in Investment Decisions

  261 views 6 comments 0 points Most recent by benjaminfabi May 2017General
• Loss of Pension Contributions

  96 views 0 comments 0 points Started by Nathan April 2017 Technical stuff
• Freelance Paraplanner

  609 views 0 comments 0 points Started by Nathan March 2017 Job Board
• 2017 / 2018 CGT Annual Exemption

  223 views 2 comments 0 points Most recent by Nathan March 2017Technical stuff
• FSCS Cash Limit goes up to £85,000 today

  134 views 0 comments 0 points Started by Nathan January 2017 Paraplanning tips & tricks
• UK Citizen, living earning and paying tax in Switzerland

  126 views 1 comment 0 points Most recent by Nathan November 2016Technical stuff
• Aegon Illustration Issues

  608 views 13 comments 0 points Most recent by RossAllison December 2016Products & providers
• Pension Planning Dilemma

  237 views 3 comments 0 points Most recent by Nathan November 2016General
• DB and immediate vesting

  700 views 22 comments 0 points Most recent by Colinstewart76 June 2016Technical stuff
• Death in Service for one employee

  173 views 1 comment 0 points Most recent by Jamie_Barnes June 2016Products & providers
• NMA Article

  226 views 4 comments 0 points Most recent by Nathan June 2016General
• Paid up GPP transfer

  236 views 3 comments 0 points Most recent by benjaminfabi June 2016Technical stuff
• Gift Inter-Vivos and CLT

  663 views 7 comments 0 points Most recent by Nathan May 2016Technical stuff
• Microsoft Word - Insert Text Trick

  827 views 18 comments 0 points Most recent by arongunningham April 2018Paraplanning tips & tricks
• LTA and DB

  315 views 6 comments 0 points Most recent by Nathan April 2016Technical stuff
• Storage of Client Information

  293 views 7 comments 0 points Most recent by Nathan March 2016Technology & IT
• Money Advice Service Annuity Quotes

  278 views 1 comment 0 points Most recent by richallum March 2016Paraplanning tips & tricks