Technical stuff

• Allowable expenses

  12 views 1 comment 0 points Most recent by Wildparaplanner December 20
• Drawing taxable income from pension to fund WOL policy

  92 views 8 comments 0 points Most recent by les_cameron December 13
• Full transfer of GMP to a lifetime annuity

  87 views 10 comments 0 points Most recent by Wildparaplanner December 12
• Interaction of Loans, Gifts and CLTs

  38 views 3 comments 0 points Most recent by benjaminfabi December 10
• People who took PCLS before the Budget and returned it using "cancellation rights"

  189 views 3 comments 0 points Most recent by benjaminfabi December 6
• Canada Life pension transfer to the UK

  75 views 2 comments 0 points Most recent by les_cameron December 6
• Joint whole of life on second death

  109 views 4 comments 0 points Most recent by GolfPutt21 December 3
• Cash ISAs for children - parental settlement?

  66 views 2 comments 0 points Most recent by benjaminfabi November 29
• CGT - pre & post budget

  107 views 4 comments 0 points Most recent by benjaminfabi November 28
• M&G wrapper comparison tool

  87 views 2 comments 0 points Most recent by smith November 26
• Scheme Specific TFC and the new Lump Sum Allowance

  318 views 9 comments 0 points Most recent by les_cameron November 21
• Budget October 2024 - Pensions and IHT

  253 views 6 comments 0 points Most recent by les_cameron November 4
• SIPPs for non-uk residents

  55 views 1 comment 0 points Most recent by SA96 October 25
• Reporting requirements for LSA & LSDBA

  73 views 2 comments 0 points Most recent by les_cameron October 22
• Consideration of the clients workplace pension

  110 views 3 comments 0 points Most recent by les_cameron October 22
• Disproportionate bond gains

  211 views 6 comments 0 points Most recent by les_cameron October 17
• Settlor's spouse/civil partner as beneficiary

  75 views 2 comments 0 points Most recent by les_cameron October 8
• Time Apportionment Relief

  61 views 4 comments 0 points Most recent by les_cameron September 26
• Offshore bonds & VAT

  93 views 1 comment 0 points Most recent by TomLloyd_Read September 26
• QROPS and TTFAC

  88 views 4 comments 0 points Most recent by TomLloyd_Read September 24
• TTFAC - operational practice

  46 views 0 comments 0 points Started by benjaminfabi September 24
• Enhanced Protection and Transitional Certificate

  76 views 3 comments 0 points Most recent by SA96 September 13
• Top Slice Gain & Top Slice Relief

  80 views 1 comment 0 points Most recent by les_cameron September 9
• LSA Reduction

  79 views 1 comment 0 points Most recent by les_cameron September 6
• Lasting Power of Attorney investment decisions

  168 views 14 comments 0 points Most recent by GolfPutt21 September 5
• FSCS & offshore bonds

  2.1K views 8 comments 0 points Most recent by HR246 September 3
• Will Trust - Moving into care home

  128 views 6 comments 0 points Most recent by les_cameron August 28
• Trustees paying for the life cover of the settlor?

  71 views 2 comments 0 points Most recent by SA96 August 21
• Exit charges in first ten years

  100 views 3 comments 0 points Most recent by les_cameron August 21
• Calculating CGT on shares

  76 views 0 comments 0 points Started by caithall341 August 21