Wildparaplanner

Discussions

• What does your firm do for clients with tiny legacy pension pots?

  347 views 4 comments 0 points Most recent by MothiusManius May 2024General
• 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  185 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

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

  158 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?

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

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

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