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Pension Term Assurance (PTA)
138
views
4
comments
0
points
Most recent by
SA96
February 21
Technical stuff
Judicial Pension Scheme (2022) / Adjusted Net Income
146
views
3
comments
0
points
Most recent by
les_cameron
February 19
Technical stuff
New LSA and a disqualifying pension credit
144
views
6
comments
0
points
Most recent by
les_cameron
February 19
Technical stuff
Tax wrapper comparison tool for trust clients
145
views
0
comments
0
points
Started by
AngelaCam
February 14
Technical stuff
New M&G Technical site
172
views
0
comments
0
points
Started by
richallum
February 12
Technical stuff
Lifetime Allowance Charge and MPAA problem
168
views
4
comments
0
points
Most recent by
les_cameron
February 9
Technical stuff
Onshore bond chargeable events and tax return requirements
125
views
2
comments
0
points
Most recent by
les_cameron
February 5
Technical stuff
New Lifetime Allowance webinar
224
views
3
comments
0
points
Most recent by
Hamblett
February 2
CPD & Exams
Capital gains tax calculator
592
views
5
comments
0
points
Most recent by
nickpick
February 1
Technical stuff
VAT and adviser charging
222
views
6
comments
0
points
Most recent by
benjaminfabi
January 31
Technical stuff
Pre-2006 SSAS Death benefits
106
views
5
comments
0
points
Most recent by
les_cameron
January 31
Technical stuff
Onshore vs Offshore Bonds - Investment Choice
112
views
0
comments
0
points
Started by
HR246
January 29
Technical stuff
Using part of crystallised drawdown pot to buy a fixed term annuity
234
views
5
comments
0
points
Most recent by
Calvert76
January 27
Technical stuff
R05 Question RE IHT
193
views
5
comments
0
points
Most recent by
benjaminfabi
January 27
CPD & Exams
Another LSDBA query (off back of defined benefits paperwork)
120
views
1
comment
0
points
Most recent by
les_cameron
January 22
Technical stuff
Transfer into a SSAS
192
views
5
comments
0
points
Most recent by
amarshall
January 22
Products & providers
Adviser Charges from a pension
153
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
108
views
1
comment
0
points
Most recent by
les_cameron
January 9
Technical stuff
Freelance and Outsourced Paraplanner
249
views
0
comments
0
points
Started by
assured_paraplanning
January 8
Outsourced & freelance paraplanners
DFMs and VAT
144
views
1
comment
0
points
Most recent by
TomLloyd_Read
January 5
Technical stuff
BTS Study Guide vs CII Textbook
247
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
Scheme Specific TFC and the new Lump Sum Allowance
157
views
2
comments
0
points
Most recent by
benjaminfabi
December 2023
Technical stuff
AF Exams 2023 - Simultaneous AF study
606
views
11
comments
0
points
Most recent by
PeterM
December 2023
CPD & Exams
Pension Contributions Over 75
154
views
1
comment
0
points
Most recent by
les_cameron
December 2023
Technical stuff
NEW LTA Rules
321
views
16
comments
0
points
Most recent by
les_cameron
December 2023
Technical stuff
L&G Fixed Term Retirement Plan - LTA query
136
views
1
comment
0
points
Most recent by
les_cameron
December 2023
Technical stuff
Cash Management Services/Platforms
321
views
9
comments
0
points
Most recent by
MothiusManius
December 2023
Products & providers
Trustee Bank Account?
141
views
2
comments
0
points
Most recent by
SA96
December 2023
Products & providers
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