Wildparaplanner

Discussions

• Good educational pieces around advising US citizens?

  210 views 3 comments 0 points Most recent by richallum April 2024CPD & Exams
• Lifetime Annuity within a SIPP

  125 views 0 comments 0 points Started by Wildparaplanner April 2024 Products & providers
• Partial Drawdown Transfers to Purchase a Lifetime Annuity

  924 views 7 comments 0 points Most recent by les_cameron April 2024Technical stuff
• Enhanced Protection query

  165 views 1 comment 0 points Most recent by les_cameron April 2024Technical stuff
• IHT Calculations involving bonds

  327 views 1 comment 0 points Most recent by richardgough March 2024Technical stuff
• Furnished Holiday Lettings from April 2025

  136 views 2 comments 0 points Most recent by les_cameron March 2024Technical stuff
• Is this considered an "opt out" in regards to DB advice?

  174 views 0 comments 0 points Started by Wildparaplanner March 2024 Technical stuff
• New LTA regime - pre-2006 DB with no relevant BCEs

  398 views 8 comments 0 points Most recent by les_cameron March 2024Technical stuff
• Carry Forward + Salary Sacrifice + Tapered Annual Allowance

  176 views 4 comments 0 points Most recent by Wildparaplanner February 2024Technical stuff
• Enhanced tax-free cash query

  310 views 8 comments 0 points Most recent by SA96 March 2024Technical stuff
• Onshore bond chargeable events and tax return requirements

  160 views 2 comments 0 points Most recent by les_cameron February 2024Technical stuff
• DB Transfers for people past Normal Retirement Age

  165 views 1 comment 0 points Most recent by les_cameron January 2024Technical stuff
• DFMs and VAT

  367 views 2 comments 0 points Most recent by JamesmiaaAva August 2025Technical stuff
• Innovative (or not) product ideas that don't exist

  212 views 2 comments 0 points Most recent by Wildparaplanner October 2023General
• Scheme Specific Tax-Free Cash Query with new LTA regimes

  150 views 4 comments 0 points Most recent by les_cameron September 2023Technical stuff
• Bond Surrenders and Spousal Exemptions

  251 views 3 comments 0 points Most recent by les_cameron September 2023Technical stuff
• US citizens - options?

  92 views 0 comments 0 points Started by Wildparaplanner August 2023 Technical stuff
• Smoothed Return options

  143 views 2 comments 0 points Most recent by TimMatthias September 2023Technical stuff
• How does your firm structure paraplanning?

  246 views 2 comments 0 points Most recent by ruthiebusybee July 2023General
• Curtis Banks SIPP query

  122 views 1 comment 0 points Most recent by Steven_McBurnie June 2023Technical stuff
• Director holdings in PLC - moving shares from SSAS to SIPP

  66 views 0 comments 0 points Started by Wildparaplanner June 2023 Technical stuff
• TRS Headache

  178 views 3 comments 0 points Most recent by Wildparaplanner May 2023Technical stuff
• Researching EURO denominated funds

  53 views 1 comment 0 points Most recent by TomLloyd_Read May 2023Technical stuff
• WOL policy in discretionary trust to use annual IHT exemptions

  121 views 2 comments 0 points Most recent by Wildparaplanner May 2023Technical stuff
• Where to start for researching Sharia/Islamic compliant investments

  151 views 2 comments 0 points Most recent by TimMatthias April 2023Technical stuff
• LTA Tax charge scrapped 2023/24 with LTA removed 2024/25 - planning considerations?

  495 views 9 comments 0 points Most recent by les_cameron March 2023Technical stuff
• CGT on sale/purchase of clean/super clean share classes

  145 views 1 comment 0 points Most recent by TimMatthias August 2022Technical stuff
• Independent Research Tools query

  243 views 4 comments 0 points Most recent by JoshuaKnight July 2022Technical stuff