Technical stuff

• Phased Drawdown Calculator

  27 views 1 comment 0 points Most recent by benjaminfabi March 13
• Teachers' Pension Scheme - PIAs

  33 views 2 comments 0 points Most recent by benjaminfabi March 13
• Missing base costs for CGT

  50 views 2 comments 0 points Most recent by richallum March 11
• Phased Surrender of Offshore Investment Bonds

  56 views 4 comments 0 points Most recent by CharlieSmithson March 11
• Offshore bond surrender - tax calc method check...

  87 views 5 comments 0 points Most recent by les_cameron March 3
• Tax consequences of spousal transfers

  122 views 6 comments 0 points Most recent by benjaminfabi February 27
• VCT & pension contributions

  143 views 9 comments 0 points Most recent by les_cameron February 27
• Taking out a partial annuity

  42 views 1 comment 0 points Most recent by les_cameron February 27
• IHT, Trusts, AIM and BR query!

  86 views 4 comments 0 points Most recent by Amy February 26
• Salary sacrifice & Minimum Wage

  68 views 2 comments 0 points Most recent by smith February 25
• Follow up to pensions & death Online Assembly

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  141 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

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

  123 views 10 comments 0 points Most recent by Wildparaplanner December 2024