Home Forums Individual feedback for ESQ 8 – Julie and David

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  • Julie Stewart
    Post count: 155

    Thanks Tessa. Noted re unused NRB.

    Tessa Roberts
    Post count: 2046

    Morning both,

    Julie, feedback attached.

    Julie, I couldn’t ‘write’ anything on yours so just a couple of things to note – for the question on the disclaimer, add bullet ‘disclaimer statement needed to say no effect for IHT’. For the NRB, HMRC state 4dps for the unused/used NRB, then round up to nearest £1. Model says 2dps, but will amend for next time.

    David, I’ll ask the office to email you yours as file now too big for here.

    Great work, both of you 🙂


    Tutor for Expert Pensions.

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