Technical stuff

• Jointly held Qualifying BR account transferred to sole name

  40 views 2 comments 0 points Most recent by les_cameron August 18
• Annuities purchased with beneficiary drawdown money

  177 views 12 comments 0 points Most recent by Amy August 17
• Enhanced Tax-Free Cash (Fixed Protection 2016)

  24 views 1 comment 0 points Most recent by les_cameron August 12
• S226 not in trust- position on death

  41 views 2 comments 0 points Most recent by TomLloyd_Read August 12
• Compliance Question - Assigning segments of bond held by a trust to a non-client beneficiary

  61 views 4 comments 0 points Most recent by les_cameron August 12
• Investments for a client with an overseas spouse

  26 views 0 comments 0 points Started by HR246 July 31
• Reduction in Yield - Pension Transfer

  65 views 2 comments 0 points Most recent by LWheel2003 July 20
• Corporate investments

  63 views 2 comments 0 points Most recent by les_cameron July 14
• Taking FAD to create income to gift

  95 views 3 comments 0 points Most recent by les_cameron July 3
• Death during a pension transfer

  74 views 2 comments 0 points Most recent by Kat_Mock June 30
• RNRB and annuity guarantee periods

  83 views 3 comments 0 points Most recent by benjaminfabi June 30
• WOL policy for company director's personal benefit

  63 views 2 comments 0 points Most recent by PippaO June 12
• CRBOT for Onshore Bond in Trust

  92 views 2 comments 0 points Most recent by sch0501 June 8
• the Pension Review

  127 views 2 comments 0 points Most recent by smith May 27
• Multiple Onshore Bonds on the same day - Why?

  170 views 7 comments 0 points Most recent by Colinstewart76 May 22
• CRBOT

  83 views 1 comment 0 points Most recent by les_cameron May 14
• Pensions - EoW and Beneficiary Drawdown

  87 views 1 comment 0 points Most recent by les_cameron May 14
• Pensions we can help with that the client can self manage

  82 views 4 comments 0 points Most recent by benjaminfabi May 7
• Pension Recycling

  78 views 1 comment 0 points Most recent by les_cameron April 30
• Post 65 GMP DB pension transfer query

  75 views 3 comments 0 points Most recent by les_cameron April 29
• DB SSAS

  71 views 1 comment 0 points Most recent by richardgough April 28
• Beneficiary of SIPP query

  74 views 2 comments 0 points Most recent by Amy April 22
• Loans to beneficiaries

  91 views 3 comments 0 points Most recent by Colinstewart76 April 10
• Gift out of discretionary trust into bare trust

  219 views 5 comments 0 points Most recent by les_cameron March 31
• Bond Chargeable Gain Query

  218 views 9 comments 0 points Most recent by Colinstewart76 March 30
• HMRC Clearance on pension transfer

  107 views 3 comments 0 points Most recent by TomLloyd_Read March 26
• Land and Buildings Transaction Tax and Additional Dwelling Supplement

  45 views 1 comment 0 points Most recent by les_cameron March 24
• Is severance payment pensionable salary?

  113 views 2 comments 0 points Most recent by WRB March 20
• DB schemes that don't guarantee an income with reference to service

  86 views 4 comments 0 points Most recent by Sean_Fernyhough March 18
• Investment Bonds, Charges & the 5% rule

  155 views 3 comments 0 points Most recent by benjaminfabi February 26