Technical stuff

• NEW LTA Rules

  123 views 12 comments 0 points Most recent by les_cameron November 30
• PEP and Sanctions Checks for new clients

  39 views 1 comment 0 points Most recent by Steven_McBurnie November 30
• Bond Owner different to Life Assured Considerations

  59 views 1 comment 0 points Most recent by les_cameron November 28
• Offshore 'Pensions'

  55 views 1 comment 0 points Most recent by richallum November 22
• Offshore bond withdrawal strategy

  92 views 4 comments 0 points Most recent by amarshall November 22
• DFM proposes using a professional fund for a retail client - issues and thoughts?

  40 views 0 comments 0 points Started by Benc4032 November 21
• Scheme-specific Tax Free Cash Entitlement

  75 views 2 comments 0 points Most recent by Paulrobo10 November 16
• Scheme Specific PCLS - brain hurting

  125 views 5 comments 0 points Most recent by benjaminfabi October 13
• Will beneficiary FAD be taxed as income or not?

  139 views 2 comments 0 points Most recent by benjaminfabi October 11
• when is a pension transfer effected

  90 views 1 comment 0 points Most recent by richardgough September 26
• US 401K plans

  107 views 3 comments 0 points Most recent by amarshall September 25
• Scheme Specific Tax-Free Cash Query with new LTA regimes

  73 views 4 comments 0 points Most recent by les_cameron September 22
• LTA / Small Pots & max PCLS

  138 views 7 comments 0 points Most recent by les_cameron September 20
• Bond Surrenders and Spousal Exemptions

  85 views 3 comments 0 points Most recent by les_cameron September 19
• EIS, AIM and IHT query

  121 views 3 comments 0 points Most recent by PeterM September 7
• State Benefits

  429 views 5 comments 0 points Most recent by les_cameron September 6
• Smoothed Return options

  126 views 2 comments 0 points Most recent by TimMatthias September 1
• US citizens - options?

  55 views 0 comments 0 points Started by Wildparaplanner August 22
• You don't need to include cost comparisons in pension switching reports ...

  206 views 5 comments 0 points Most recent by benjaminfabi August 9
• Offshore Bond In Trust: Assign or Surrender?

  140 views 3 comments 0 points Most recent by les_cameron August 4
• Safe/Sustainable Withdrawal Rates

  157 views 2 comments 0 points Most recent by Nath July 7
• Paying private school fees via Ltd Company

  109 views 3 comments 0 points Most recent by TomLloyd_Read June 30
• (Yet more) Top-slicing changes

  141 views 1 comment 0 points Most recent by paranoidplanner June 28
• New SSAS

  99 views 3 comments 0 points Most recent by amarshall June 22
• Curtis Banks SIPP query

  98 views 1 comment 0 points Most recent by Steven_McBurnie June 22
• Director holdings in PLC - moving shares from SSAS to SIPP

  56 views 0 comments 0 points Started by Wildparaplanner June 16
• RNRB & Downsizing Relief - Technical Question

  79 views 3 comments 0 points Most recent by richardgough June 15
• MWPA 1882 and powers held by the trustees to vary beneficiary

  76 views 2 comments 0 points Most recent by ruthiebusybee June 13
• GIAs & Bonds held in SIPP

  162 views 2 comments 0 points Most recent by les_cameron June 1
• TRS Headache

  141 views 3 comments 0 points Most recent by Wildparaplanner May 31