Wildparaplanner

Discussions

• AIM shares and replacement property rules

  452 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?

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

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

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

  1.1K views 7 comments 0 points Most recent by les_cameron April 2024Technical stuff
• Enhanced Protection query

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  167 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?

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

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

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