WebbBond. The maximum to be paid for the adviser charge is 5% of the initial investment or £30,000.The aggregate of all Set-up Adviser Charges and Ad hoc Adviser Charges … Webb3.1 Initial adviser charge Subject to your Terms & Conditions/Policy Provisions, you can pay an initial adviser charge when you are making a contribution, transferring in from a different provider or commencing drawdown pension (including drip feed drawdown). The adviser charge can be either a fixed amount or a percentage value.

How much does financial advice cost? UK financial advice fee guide

Webb5 Initial adviser charges Contribution type Initial adviser charge options Regular contributions • Can be paid as: • a percentage of contributions, • a monetary amount or, • a monetary amount paid as soon as possible (ASAP). • If it’s being paid as a percentage of the contributions, we’ll automatically pay this at the same frequency the contributions … WebbInitial facilitated adviser charge • We make a deduction from the amount you provide us with. We pay this to your adviser’s firm and invest the remaining money into your … epson v600 download software

Terms and conditions for paying your adviser

Webb5 Initial adviser charges Contribution type Initial adviser charge options Regular contributions • Can be paid as: • a percentage of contributions, • a monetary amount or, … Webb4. VAT will be applied to initial and ongoing adviser charges on the basis notified to us by your adviser. Your adviser will inform you whether VAT will apply to these charges. 5. … WebbOne of the main features of using an offshore plan is the ability to take withdrawals of up to 5% of the premium paid each plan year without triggering an immediate tax charge. This is known as the 5% allowance. Section navigation Event Types The 5% Allowance Calculation & Liability Top-slicing Time Apportionment Relief epson v550 refurbished