Wildparaplanner

Discussions

• Scheme Specific Tax-Free Cash Query with new LTA regimes

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

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

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

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

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

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

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

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

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

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

  127 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?

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

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

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