Speaker: Faizal Karbani
Date: Thu 26th September 2024 (monthly series)
Time: 5:00pm – 6:00pm (includes Q&As)
Video: https://youtu.be/tbijKAP6H7c
Listen to our CEO, Faizal Karbani, for Financial Planning tips and answers to your below questions (with timestamps)!
Q&As
[44:40] Can you elaborate on Junior ISA Account?
[45:46] Do Simply Ethical offer Junior ISAs?
[47:00] What is annual gift exemption?
[48:55] If I have paid income tax on the funds going into my ISA already, is there a way to have that refunded?
[49:54] Apart from ISA and SIPP, what other products do you have?
[51:01] Can the ISA £20k per year limit be backdated?
[51:30] Are defined benefit pensions halal?
[53:11] Are there investment solutions for single director limited companies?
[54:52] How do you manage individual risk vs fund manager risk appetite?
[56:36] Are there any plans on enhancements to the fundment platform, if yes, when?
[59:05] Can a defined benefit pension within the civil service be transferred to Simply Ethical to manage?