Technical stuff

• CGT - pre & post budget

  22 views 1 comment 0 points Most recent by richardgough 4:56AM
• Budget October 2024 - Pensions and IHT

  239 views 6 comments 0 points Most recent by les_cameron November 4
• Scheme Specific TFC and the new Lump Sum Allowance

  246 views 5 comments 0 points Most recent by benjaminfabi October 30
• SIPPs for non-uk residents

  48 views 1 comment 0 points Most recent by SA96 October 25
• Reporting requirements for LSA & LSDBA

  65 views 2 comments 0 points Most recent by les_cameron October 22
• Consideration of the clients workplace pension

  95 views 3 comments 0 points Most recent by les_cameron October 22
• Disproportionate bond gains

  206 views 6 comments 0 points Most recent by les_cameron October 17
• Settlor's spouse/civil partner as beneficiary

  74 views 2 comments 0 points Most recent by les_cameron October 8
• Time Apportionment Relief

  59 views 4 comments 0 points Most recent by les_cameron September 26
• Offshore bonds & VAT

  64 views 1 comment 0 points Most recent by TomLloyd_Read September 26
• QROPS and TTFAC

  68 views 4 comments 0 points Most recent by TomLloyd_Read September 24
• TTFAC - operational practice

  44 views 0 comments 0 points Started by benjaminfabi September 24
• Enhanced Protection and Transitional Certificate

  75 views 3 comments 0 points Most recent by SA96 September 13
• Top Slice Gain & Top Slice Relief

  79 views 1 comment 0 points Most recent by les_cameron September 9
• LSA Reduction

  78 views 1 comment 0 points Most recent by les_cameron September 6
• Lasting Power of Attorney investment decisions

  157 views 14 comments 0 points Most recent by GolfPutt21 September 5
• FSCS & offshore bonds

  2.1K views 8 comments 0 points Most recent by HR246 September 3
• Will Trust - Moving into care home

  119 views 6 comments 0 points Most recent by les_cameron August 28
• Trustees paying for the life cover of the settlor?

  69 views 2 comments 0 points Most recent by SA96 August 21
• Exit charges in first ten years

  98 views 3 comments 0 points Most recent by les_cameron August 21
• Calculating CGT on shares

  74 views 0 comments 0 points Started by caithall341 August 21
• Scheme-specific lump sum protection — calculating a member’s entitlement

  284 views 4 comments 0 points Most recent by les_cameron August 14
• Losing Enhanced Protection whilst legislation issues persist

  72 views 4 comments 0 points Most recent by Wildparaplanner August 13
• Scheme-Specific Tax Free Cash

  137 views 5 comments 0 points Most recent by les_cameron July 31
• TTFAC and previously taken SSPTFC

  45 views 1 comment 0 points Most recent by les_cameron July 31
• Would this fall under DB transfer rules?

  78 views 4 comments 0 points Most recent by PeterM July 31
• IPDI - tax treatment of portfolio

  44 views 3 comments 0 points Most recent by richardgough July 31
• Proceeds from Trust wind up paid to minors - what can be done next?

  78 views 3 comments 0 points Most recent by benjaminfabi July 31
• Ending IIP (IPDI) Trust within lifetime

  61 views 1 comment 0 points Most recent by richardgough July 31
• Jointly owned property - co-habiting couple. IHT treatment on death.

  52 views 1 comment 0 points Most recent by les_cameron July 31