Fees

Tariff of Charges

The charges for paraplanning services at b-complaint normally fit into one of the following charging structures and are chargeable on a case by case basis.  All fees and charges are subject to VAT at the standard rate.

Investments

Report WritingReport Writing & Research*
New Money
ISA£175£225
General Investment Account (UT/OEIC)£175£225
Onshore Bond£175£225
Offshore Bond£175£225
Complex cases (e.g. EIS, VCT, AIM)£225£275
Each additional investment+£50+£75
Replacement Business
ISA£225£275
Investment Account (UT/OEIC)£225£275
Onshore Bond£225£275
Offshore Bond£225£275
Each additional replacement investment

(same investment type i.e. if 2 ISA transfers)

+£50+£75
Each additional replacement investment

(different investment types i.e. 1 ISA and 1 GIA)

+£75+£100
Each additional replacement cash ISA+£25
Other Planning
Trust Planning£250£325
IHT PlanningBespokeBespoke

Pension – Pre-retirement

Report WritingReport Writing & Research*
Pension new money investment£175£225
Pension contribution calculations+£50
Pension Switch£225£275
Each additional pension being switched+£50+£75
Defined Benefit Pension Transfer£495Bespoke
Each additional defined benefit pension transfer being switched+£150Bespoke

Pension – Post-retirement

Report WritingReport Writing & Research*
Drawdown Pension Switch£225£275
Each additional pension being switched+£50+£75
Vesting – 1 pension being vested£175£225
Each additional plan being vested*+£50+£75

 

Charge
Annual ReviewBespoke charge based on complexity

Other Charges

Charge
Cash flow forecasting£90
Ad-hoc LettersBespoke hourly charge to be agreed before commencing work
Data-gathering
Obtaining transfer/vesting packs
Telephone calls

*Prices based on 1-hour of research, anything above this will be charged at an hourly rate of £45.