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EIS, AIM and IHT query
291
views
4
comments
0
points
Most recent by
Amy
February 28
Technical stuff
Carry Forward + Salary Sacrifice + Tapered Annual Allowance
111
views
4
comments
0
points
Most recent by
Wildparaplanner
February 28
Technical stuff
AF1 and AF4 hardcopy
203
views
2
comments
0
points
Most recent by
Inna
February 27
CPD & Exams
Beneficiary's Drawdown
200
views
9
comments
0
points
Most recent by
PeterM
February 26
Technical stuff
Joint or 2x single SRs?
143
views
1
comment
0
points
Most recent by
benjaminfabi
February 22
General
Disclosing Fixed Fees
157
views
1
comment
0
points
Most recent by
benjaminfabi
February 22
Technical stuff
LSA / LSDBA transitional rules calculation
499
views
18
comments
0
points
Most recent by
les_cameron
February 22
Technical stuff
Pension Term Assurance (PTA)
139
views
4
comments
0
points
Most recent by
SA96
February 21
Technical stuff
Judicial Pension Scheme (2022) / Adjusted Net Income
147
views
3
comments
0
points
Most recent by
les_cameron
February 19
Technical stuff
New LSA and a disqualifying pension credit
145
views
6
comments
0
points
Most recent by
les_cameron
February 19
Technical stuff
Tax wrapper comparison tool for trust clients
146
views
0
comments
0
points
Started by
AngelaCam
February 14
Technical stuff
New M&G Technical site
176
views
0
comments
0
points
Started by
richallum
February 12
Technical stuff
Lifetime Allowance Charge and MPAA problem
169
views
4
comments
0
points
Most recent by
les_cameron
February 9
Technical stuff
Onshore bond chargeable events and tax return requirements
126
views
2
comments
0
points
Most recent by
les_cameron
February 5
Technical stuff
New Lifetime Allowance webinar
225
views
3
comments
0
points
Most recent by
Hamblett
February 2
CPD & Exams
Capital gains tax calculator
597
views
5
comments
0
points
Most recent by
nickpick
February 1
Technical stuff
VAT and adviser charging
227
views
6
comments
0
points
Most recent by
benjaminfabi
January 31
Technical stuff
Pre-2006 SSAS Death benefits
107
views
5
comments
0
points
Most recent by
les_cameron
January 31
Technical stuff
Onshore vs Offshore Bonds - Investment Choice
116
views
0
comments
0
points
Started by
HR246
January 29
Technical stuff
Using part of crystallised drawdown pot to buy a fixed term annuity
240
views
5
comments
0
points
Most recent by
Calvert76
January 27
Technical stuff
R05 Question RE IHT
199
views
5
comments
0
points
Most recent by
benjaminfabi
January 27
CPD & Exams
Another LSDBA query (off back of defined benefits paperwork)
121
views
1
comment
0
points
Most recent by
les_cameron
January 22
Technical stuff
Transfer into a SSAS
195
views
5
comments
0
points
Most recent by
amarshall
January 22
Products & providers
Adviser Charges from a pension
155
views
2
comments
0
points
Most recent by
benjaminfabi
January 19
Technical stuff
DB Transfers for people past Normal Retirement Age
133
views
1
comment
0
points
Most recent by
les_cameron
January 16
Technical stuff
Bonds, Lives Assured & Insurable Interest
112
views
1
comment
0
points
Most recent by
les_cameron
January 9
Technical stuff
Freelance and Outsourced Paraplanner
250
views
0
comments
0
points
Started by
assured_paraplanning
January 8
Outsourced & freelance paraplanners
DFMs and VAT
147
views
1
comment
0
points
Most recent by
TomLloyd_Read
January 5
Technical stuff
BTS Study Guide vs CII Textbook
250
views
1
comment
0
points
Most recent by
LuizaBTS
January 3
CPD & Exams
New lifetime allowance technical notes from Prudential / M&G
143
views
0
comments
0
points
Started by
richallum
January 3
Technical stuff
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