Skip to main content

This is a new service – your feedback will help us to improve it.

  • RE: Gifts from surplus income

    Hello, Also wanting confirmation as to regular UFPLS withdrawals counting as income for gifts out of surplus income. I just called the number above and was told they were not allowed to answer that question as it counted as financial advice and they can only advise after someone's death anyway, while this question clearly applies while someone is alive. So back to square 1.