Wildparaplanner

Discussions

• Income Protection and being over insured?

  76 views 4 comments 0 points Most recent by benjaminfabi January 27Technical stuff
• Annuities purchased with beneficiary drawdown money

  60 views 5 comments 0 points Most recent by les_cameron January 23Technical stuff
• Protected tax-free cash query

  90 views 5 comments 0 points Most recent by les_cameron January 8Technical stuff
• FSCS protection for UK based GIA within an offshore bond

  53 views 2 comments 0 points Most recent by Wildparaplanner November 2025Technical stuff
• LSA calculation query pre 2006

  121 views 9 comments 0 points Most recent by les_cameron October 2025Technical stuff
• excess pension commencement lump sum and MPAA

  56 views 4 comments 0 points Most recent by les_cameron September 2025Technical stuff
• IHT from 2027 and insurable interest now

  84 views 2 comments 0 points Most recent by TomLloyd_Read September 2025Technical stuff
• GIAs for corporate accounts

  76 views 1 comment 0 points Most recent by benjaminfabi August 2025Products & providers
• Carried forward NRB and gifting

  51 views 6 comments 0 points Most recent by Wildparaplanner July 2025Technical stuff
• Bond gains when settled into a life interest trust

  103 views 6 comments 0 points Most recent by Wildparaplanner June 2025Technical stuff
• Rysaffe Principle query

  90 views 0 comments 0 points Started by Wildparaplanner May 2025 Technical stuff
• Gift inter vivos query for gifting PCLS

  104 views 1 comment 0 points Most recent by benjaminfabi May 2025Technical stuff
• Auto Rebalancing functionality on platforms

  113 views 2 comments 0 points Most recent by benjaminfabi April 2025Technical stuff
• Drawdown to drawdown transfers and stakeholder discounting rules

  107 views 3 comments 0 points Most recent by benjaminfabi February 2025Technical stuff
• Family Investment Company - GIA or Bond?

  543 views 8 comments 0 points Most recent by william_Morin July 2025Technical stuff
• Gifts out of surplus income

  329 views 11 comments 0 points Most recent by amelia1983 March 2025Technical stuff
• Trusts, MPS and Investment Policy Statements

  66 views 1 comment 0 points Most recent by les_cameron January 2025Technical stuff
• Views on a couple of technology providers

  109 views 0 comments 0 points Started by Wildparaplanner January 2025 Technology & IT
• Interaction of Loans, Gifts and CLTs

  78 views 3 comments 0 points Most recent by benjaminfabi December 2024Technical stuff
• Full transfer of GMP to a lifetime annuity

  230 views 10 comments 0 points Most recent by Wildparaplanner December 2024Technical stuff
• SIPPs for non-uk residents

  75 views 1 comment 0 points Most recent by SA96 October 2024Technical stuff
• Agent as Client for DIMs and changing DIMs

  162 views 5 comments 0 points Most recent by benjaminfabi October 2024General
• Losing Enhanced Protection whilst legislation issues persist

  101 views 4 comments 0 points Most recent by Wildparaplanner August 2024Technical stuff
• TTFAC and previously taken SSPTFC

  60 views 1 comment 0 points Most recent by les_cameron July 2024Technical stuff
• IPDI - tax treatment of portfolio

  144 views 3 comments 0 points Most recent by richardgough July 2024Technical stuff
• New money to an existing Loan Trust and TRS requirements

  61 views 1 comment 0 points Most recent by les_cameron July 2024Technical stuff
• MPS and KIID document disclosure

  129 views 0 comments 0 points Started by Wildparaplanner July 2024 Technical stuff
• AIM shares and replacement property rules

  353 views 12 comments 0 points Most recent by les_cameron January 16Technical stuff
• What does your firm do for clients with tiny legacy pension pots?

  341 views 4 comments 0 points Most recent by MothiusManius May 2024General
• Good educational pieces around advising US citizens?

  209 views 3 comments 0 points Most recent by richallum April 2024CPD & Exams
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