Technical stuff

• Follow up to pensions & death Online Assembly

  48 views 8 comments 0 points Most recent by les_cameron February 20
• Returning additional funds after annuity purchase

  51 views 3 comments 0 points Most recent by les_cameron February 14
• Gifts out of surplus income

  136 views 7 comments 0 points Most recent by les_cameron February 14
• Swiss pension

  23 views 0 comments 0 points Started by TomLloyd_Read February 13
• Ask the Expert - Pensions with Gareth Davies, Scottish Widows

  53 views 2 comments 0 points Most recent by GarethDavies February 12
• Ask the Expert - Protection with Jon Hall, Scottish Widows

  133 views 8 comments 0 points Most recent by Wildparaplanner February 7
• Drawdown to drawdown transfers and stakeholder discounting rules

  68 views 3 comments 0 points Most recent by benjaminfabi February 5
• Family Investment Company - GIA or Bond?

  84 views 7 comments 0 points Most recent by les_cameron February 5
• Pre/Post 31/10/24 CGT

  41 views 3 comments 0 points Most recent by PippaO February 3
• Tax Free cash, LTA and Protection

  152 views 8 comments 0 points Most recent by Nathan January 29
• Pensions and IHT - what is a 'transfer'?

  72 views 4 comments 0 points Most recent by benjaminfabi January 29
• DC to DC transfers, ill health and IHT (and IHT from 2027!)

  54 views 2 comments 0 points Most recent by les_cameron January 28
• Transitional Tax-Free Cash again

  66 views 3 comments 0 points Most recent by les_cameron January 27
• Transferrable RNRB - technical question

  108 views 7 comments 0 points Most recent by les_cameron January 24
• Lasting Power of Attorney and Deprivation of Assets

  72 views 6 comments 0 points Most recent by TimMatthias January 23
• Trusts, MPS and Investment Policy Statements

  38 views 1 comment 0 points Most recent by les_cameron January 21
• QROPS and TTFAC

  135 views 5 comments 0 points Most recent by Graham_Turner January 3
• Allowable expenses

  81 views 1 comment 0 points Most recent by Wildparaplanner December 2024
• Drawing taxable income from pension to fund WOL policy

  155 views 8 comments 0 points Most recent by les_cameron December 2024
• Full transfer of GMP to a lifetime annuity

  114 views 10 comments 0 points Most recent by Wildparaplanner December 2024
• Interaction of Loans, Gifts and CLTs

  55 views 3 comments 0 points Most recent by benjaminfabi December 2024
• People who took PCLS before the Budget and returned it using "cancellation rights"

  243 views 3 comments 0 points Most recent by benjaminfabi December 2024
• Canada Life pension transfer to the UK

  86 views 2 comments 0 points Most recent by les_cameron December 2024
• Joint whole of life on second death

  132 views 4 comments 0 points Most recent by GolfPutt21 December 2024
• Cash ISAs for children - parental settlement?

  74 views 2 comments 0 points Most recent by benjaminfabi November 2024
• CGT - pre & post budget

  126 views 4 comments 0 points Most recent by benjaminfabi November 2024
• M&G wrapper comparison tool

  102 views 2 comments 0 points Most recent by smith November 2024
• Scheme Specific TFC and the new Lump Sum Allowance

  332 views 9 comments 0 points Most recent by les_cameron November 2024
• Budget October 2024 - Pensions and IHT

  267 views 6 comments 0 points Most recent by les_cameron November 2024
• SIPPs for non-uk residents

  59 views 1 comment 0 points Most recent by SA96 October 2024