Technical stuff

• DB Advice - Any platforms/providers who will accept a DB transfer with a non-positive advice?

  223 views 4 comments 0 points Most recent by GaryH May 16
• Offshore bonds and 5% tax deferred allowance

  112 views 5 comments 0 points Most recent by benjaminfabi April 27
• Independent Research Tools query

  83 views 1 comment 0 points Most recent by benjaminfabi April 25
• Help/Thoughts - Building a portfolio on FE / Unknown share classes etc

  72 views 2 comments 0 points Most recent by benjaminfabi April 14
• LTA Test at age 75 - BCE5A and 5B

  57 views 2 comments 0 points Most recent by Sam_T April 6
• LTA test at 75 with more than one drawdown plan

  237 views 7 comments 0 points Most recent by Sam_T April 6
• Taking PCLS after age 75

  134 views 2 comments 0 points Most recent by SarahComptonHall April 5
• Tapering the annual allowance and carry forward

  91 views 5 comments 0 points Most recent by benjaminfabi April 1
• No book costs for GIA

  182 views 5 comments 0 points Most recent by richallum March 28
• Pension Tax Relief on a Tax Code

  91 views 1 comment 0 points Most recent by richardgough March 23
• DB & Money Purchase Schemes - LTA

  70 views 1 comment 0 points Most recent by benjaminfabi March 17
• Is this a bad idea?

  165 views 12 comments 0 points Most recent by amarshall March 17
• Pension Contributions - no relevant Earnings

  112 views 3 comments 0 points Most recent by sm2000p March 15
• Ex ante and ex post costs

  116 views 2 comments 0 points Most recent by Glyn2000 March 15
• Taxation of bonds in trust

  111 views 7 comments 0 points Most recent by Nath March 10
• Individual protection 2016

  64 views 2 comments 0 points Most recent by richallum March 2
• How are you discounting Stakeholder pensions..

  125 views 1 comment 0 points Most recent by richardgough March 2
• Rental income tax

  68 views 3 comments 0 points Most recent by benjaminfabi March 1
• IHT for intestate married couple, joint home

  91 views 3 comments 0 points Most recent by DaleLucas February 21
• Comparing investment performance

  241 views 3 comments 0 points Most recent by Glyn2000 February 8
• Jersey / Guernsey Trustee suggestions

  26 views 0 comments 0 points Started by MothiusManius February 7
• Taxation of Investment Bond Gains - Policy owner = exactors of estate

  134 views 10 comments 0 points Most recent by amelia1983 January 27
• Advisory Centralised Investment Proposition - portfolio change charge disclosure

  84 views 7 comments 0 points Most recent by benjaminfabi January 26
• Nominee Flexi-Access Drawdown query

  91 views 1 comment 0 points Most recent by benjaminfabi January 20
• DGT tax on death of settlor - Technical Question

  231 views 4 comments 0 points Most recent by benjaminfabi December 2021
• Cooling Off period for Top Ups

  191 views 5 comments 0 points Most recent by MikeM November 2021
• Career Average Revalued Earnings (CARE) in Voyant

  130 views 4 comments 0 points Most recent by KellySelby October 2021
• Trust Registration Service

  91 views 0 comments 0 points Started by richallum October 2021
• Ongoing Charge + VAT

  221 views 2 comments 0 points Most recent by Jo_R September 2021
• Trust on Pension Death Benefits

  154 views 2 comments 0 points Most recent by benjaminfabi July 2021