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Got a question about pensions, investments, tax & trusts, offshore or regulation? Please use a tag (e.g. pensions) to make it easier to find.
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SIPP provider that facilitates charity contributions via payroll?
21
views
0
comments
0
points
Started by
SA96
April 26
TTFAC and QROPS repatriation
27
views
3
comments
0
points
Most recent by
les_cameron
April 26
Trusts for vulnerable beneficiaries
84
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2
comments
0
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Most recent by
Sean_Fernyhough
April 24
Cost Comparisons / OCF & Transaction Cost
61
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2
comments
0
points
Most recent by
Colin1980
April 23
Scheme-specific lump sum protection — calculating a member’s entitlement
70
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2
comments
0
points
Most recent by
LiliS
April 17
Partial Drawdown Transfers to Purchase a Lifetime Annuity
83
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7
comments
0
points
Most recent by
les_cameron
April 14
VCTs - Ongoing Advice Fees?
159
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3
comments
0
points
Most recent by
benjaminfabi
April 13
Transitional Tax Free Amount enquiry for specific client case
87
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6
comments
0
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Most recent by
Nath
April 12
Settlor/trustee without capacity
58
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1
comment
0
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Most recent by
les_cameron
April 11
Pension Contribution Over 75's
258
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5
comments
0
points
Most recent by
katielockyer
April 11
TTFAC and pre-commencement pensions
166
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14
comments
0
points
Most recent by
SA96
April 10
Added property to a relevant property trust - treatment at next 10 year anniversary
49
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3
comments
0
points
Most recent by
les_cameron
April 10
Enhanced Protection query
91
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1
comment
0
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Most recent by
les_cameron
April 4
Pre A Day Benefits
110
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2
comments
0
points
Most recent by
LisaC
March 28
IHT Calculations involving bonds
127
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1
comment
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Most recent by
richardgough
March 27
Transitional Tax-Free Cash
185
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6
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0
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Most recent by
les_cameron
March 26
Scheme specific tax-free cash protection and tax free lump sums
168
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3
comments
0
points
Most recent by
les_cameron
March 26
Equalisation Payment & LTA / LTA Charge
90
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0
comments
0
points
Started by
fredboiii95
March 25
Adding a class of beneficiary to an existing trust
130
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4
comments
0
points
Most recent by
les_cameron
March 20
Relevant earnings for Pension contributions
126
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1
comment
0
points
Most recent by
les_cameron
March 19
McCloud Remedy - What to contribute?
201
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2
comments
0
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Most recent by
Sean_Fernyhough
March 18
Enhanced tax-free cash query
229
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8
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0
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Most recent by
SA96
March 15
Rules of Intestacy
121
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2
comments
0
points
Most recent by
Jen_Berwick
March 15
Illiquid holding in SIPP
180
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3
comments
0
points
Most recent by
TomLloyd_Read
March 15
Income strategy/tax calculation
130
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2
comments
0
points
Most recent by
TomLloyd_Read
March 15
Recycling PCLS
112
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1
comment
0
points
Most recent by
les_cameron
March 14
Trust tax rates 2024/25
158
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3
comments
0
points
Most recent by
les_cameron
March 11
Residential NRB and houseboats/barges
138
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2
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points
Most recent by
Sean_Fernyhough
March 8
Furnished Holiday Lettings from April 2025
103
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2
comments
0
points
Most recent by
les_cameron
March 7
Is this considered an "opt out" in regards to DB advice?
149
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0
comments
0
points
Started by
Wildparaplanner
March 6
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