Wildparaplanner

Discussions

• Lifetime Annuity within a SIPP

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

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

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

  301 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?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  143 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?

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

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

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