Fee Expectations

Currently the system only allows you to set a fee expectation against a specific plan and assumes that the fee is paid from this plan when in reality this isn't always the case. There are examples where from a planning perspective fees are taken from another product:

• For example if a client has an ISA and also a GIA- it is more tax effecient to take the fees relating to the ISA from the GIA.
• If they have an offshore bond and GIA- fees are generally taken from the GIA so that the client benefits from the full 5% withdrawal allowance.
• A parent may decide to pay the fees for their children's investments as part of their overall planning strategy.
  I think having the option in fee expectations to say whether the fee is paid 1. Via this product 2. Via another product (With a dropdown so you can link it to any other plan in plannr) 3. Invoiced directly to the client. This would be really valuable to have built into the system.