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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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Scheme-specific lump sum protection — calculating a member’s entitlement
31
views
2
comments
0
points
Most recent by
LiliS
April 17
Partial Drawdown Transfers to Purchase a Lifetime Annuity
60
views
7
comments
0
points
Most recent by
les_cameron
April 14
VCTs - Ongoing Advice Fees?
130
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3
comments
0
points
Most recent by
benjaminfabi
April 13
Transitional Tax Free Amount enquiry for specific client case
55
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6
comments
0
points
Most recent by
Nath
April 12
Settlor/trustee without capacity
35
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1
comment
0
points
Most recent by
les_cameron
April 11
Pension Contribution Over 75's
236
views
5
comments
0
points
Most recent by
katielockyer
April 11
TTFAC and pre-commencement pensions
145
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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
41
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3
comments
0
points
Most recent by
les_cameron
April 10
Enhanced Protection query
65
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1
comment
0
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Most recent by
les_cameron
April 4
Pre A Day Benefits
95
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2
comments
0
points
Most recent by
LisaC
March 28
IHT Calculations involving bonds
100
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1
comment
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points
Most recent by
richardgough
March 27
Transitional Tax-Free Cash
158
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6
comments
0
points
Most recent by
les_cameron
March 26
Scheme specific tax-free cash protection and tax free lump sums
144
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3
comments
0
points
Most recent by
les_cameron
March 26
Equalisation Payment & LTA / LTA Charge
69
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0
comments
0
points
Started by
fredboiii95
March 25
Adding a class of beneficiary to an existing trust
108
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4
comments
0
points
Most recent by
les_cameron
March 20
Relevant earnings for Pension contributions
109
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1
comment
0
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Most recent by
les_cameron
March 19
McCloud Remedy - What to contribute?
185
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2
comments
0
points
Most recent by
Sean_Fernyhough
March 18
Enhanced tax-free cash query
218
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8
comments
0
points
Most recent by
SA96
March 15
Rules of Intestacy
110
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2
comments
0
points
Most recent by
Jen_Berwick
March 15
Illiquid holding in SIPP
174
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3
comments
0
points
Most recent by
TomLloyd_Read
March 15
Income strategy/tax calculation
128
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2
comments
0
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Most recent by
TomLloyd_Read
March 15
Recycling PCLS
108
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1
comment
0
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Most recent by
les_cameron
March 14
Trust tax rates 2024/25
155
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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
comments
0
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
New LTA regime - pre-2006 DB with no relevant BCEs
218
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8
comments
0
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Most recent by
les_cameron
March 1
EIS, AIM and IHT query
286
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4
comments
0
points
Most recent by
Amy
February 28
Carry Forward + Salary Sacrifice + Tapered Annual Allowance
108
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4
comments
0
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Most recent by
Wildparaplanner
February 28
Beneficiary's Drawdown
197
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9
comments
0
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Most recent by
PeterM
February 26
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