amarshall

Discussions

• Tax-free cash recycling

  65 views 2 comments 0 points Most recent by amarshall January 26Technical stuff
• Disabled Persons Trust

  83 views 2 comments 0 points Most recent by amarshall May 2025Technical stuff
• Borrowing for Business Relief investment

  182 views 1 comment 0 points Most recent by les_cameron May 2024Technical stuff
• Beneficiary's Drawdown

  252 views 9 comments 0 points Most recent by PeterM February 2024Technical stuff
• Transfer into a SSAS

  285 views 5 comments 0 points Most recent by amarshall January 2024Products & providers
• New SSAS

  142 views 3 comments 0 points Most recent by amarshall June 2023Technical stuff
• Octopus & LGT Vestra

  122 views 1 comment 0 points Most recent by amarshall May 2022Products & providers
• Is this a bad idea?

  278 views 12 comments 0 points Most recent by amarshall March 2022Technical stuff
• Spending capital

  160 views 3 comments 0 points Most recent by Nathan January 2020Technical stuff
• Studying in the USA

  111 views 1 comment 0 points Most recent by Yonkers420 September 2019Technical stuff
• Deliberate deprivation

  221 views 4 comments 0 points Most recent by Claire Goodwin July 2019General
• Leeds based firm

  117 views 3 comments 0 points Most recent by TomLloyd_Read April 2019General
• Loan trusts

  120 views 4 comments 0 points Most recent by amarshall March 2019Technical stuff
• Carry forward

  180 views 4 comments 0 points Most recent by amarshall March 2019Technical stuff
• Old policies

  134 views 5 comments 0 points Most recent by Yonkers420 November 2018General
• Standard Life blocking transfers

  233 views 4 comments 0 points Most recent by Ralfos August 2018Products & providers
• SSAS to SSAS transfer

  172 views 5 comments 0 points Most recent by Ralfos August 2018Technical stuff
• Expenditure analysis

  218 views 1 comment 0 points Most recent by Debradee August 2018Paraplanning tips & tricks
• Handy website

  242 views 2 comments 0 points Most recent by LouiseD79 January 2018Technical stuff
• Long term trust

  164 views 3 comments 0 points Most recent by richardgough December 2016Technical stuff
• Cost comparisons for transfers into existing SIPPs

  209 views 6 comments 0 points Most recent by richardgough September 2016Technical stuff
• Risk Profiling & Asset Allocation

  189 views 1 comment 0 points Most recent by Jona September 2016Technology & IT
• The Patterson Group

  227 views 0 comments 0 points Started by amarshall August 2016 CPD & Exams