Planning Considerations

The following is not an exhaustive list but just a few aspects of financial planning that I often find individuals value assistance with:

What about the new pension freedoms?
When can a transfer of DB/Final Salary scheme be in my client’s best interests and can you help me with writing the report?
How much tax will be deducted from a UFPLS and what does operating an "emergency code on a M1 basis" mean anyway?
SIPP or SSAS, what about a section 32? Can a scheme pension work for my client?
How on earth do QROPS and QNUPS fit in?
How do the transitional 2015/16 PIP rules impact on my client and how does that interact with carry forward, both now and in the future?
With the introduction of tapering to the annual allowance, how do I work out “threshold income” and “adjusted income”?
How do I plan with the annual allowance and mitigate the impact of the lifetime allowance?
When can pension scheme death benefits become liable to IHT on death?
Is there still a reason to use a trust to accept pension lump sum death benefits or is it redundant with the pension freedoms?
What sort of trust should I use? When can I use a trust for the disabled?
How do I mitigate the impact of IHT for my client?
Have I got that chargeable event gain calculation correct?
When is an onshore bond better/worse than an offshore bond?
Which fund types should I use in a pension or bond wrapper?
How do I calculate CGT on a planned disposal?
What about:

How does the change to the Single-tier State Pension impact on my clients?
What should I know that can help me with my key HNW clients?
Can you review a report for me before I send it as I'd value an independent opinion?
An individual can receive £22,000 of income in 2016/17 without any tax liability, how do I plan to make that achievable for my clients?
How can pensions be used to withdraw "income" tax efficiently from a company?
How does salary sacrifice work now?

The provision of a timely and solution-focussed answer to these or other similar questions can help you deliver a valuable service to your clients.