Technical stuff

• MWPA 1882 and powers held by the trustees to vary beneficiary

  129 views 2 comments 0 points Most recent by ruthiebusybee June 2023
• GIAs & Bonds held in SIPP

  879 views 2 comments 0 points Most recent by les_cameron June 2023
• TRS Headache

  177 views 3 comments 0 points Most recent by Wildparaplanner May 2023
• Offshore Bond Technical Support

  137 views 3 comments 0 points Most recent by les_cameron May 2023
• Cost and Charges Calculator

  170 views 2 comments 0 points Most recent by LWheel2003 May 2023
• Tax on bond surrender - onshore

  141 views 2 comments 0 points Most recent by les_cameron May 2023
• Researching EURO denominated funds

  52 views 1 comment 0 points Most recent by TomLloyd_Read May 2023
• WOL policy in discretionary trust to use annual IHT exemptions

  117 views 2 comments 0 points Most recent by Wildparaplanner May 2023
• Bonus Sacrifice with Tapered Annual Allowance

  123 views 2 comments 0 points Most recent by TimMatthias May 2023
• LTA and order of taking from each scheme

  146 views 5 comments 0 points Most recent by Nath April 2023
• Death and dying

  252 views 4 comments 0 points Most recent by Claire Goodwin April 2023
• Where to start for researching Sharia/Islamic compliant investments

  146 views 2 comments 0 points Most recent by TimMatthias April 2023
• SSAS administrators and self-trading Investment Accounts

  100 views 2 comments 0 points Most recent by GarethM April 2023
• Follow up questions from today's Online Assembly on lifetime allowance

  149 views 9 comments 0 points Most recent by richallum April 2023
• Fixed Protection and TFC

  147 views 3 comments 0 points Most recent by GarethM April 2023
• PPF / PSO/ Death of Primary member

  93 views 1 comment 0 points Most recent by les_cameron April 2023
• LTA Tax charge scrapped 2023/24 with LTA removed 2024/25 - planning considerations?

  491 views 9 comments 0 points Most recent by les_cameron March 2023
• Non UK Citizen Advice

  106 views 2 comments 0 points Most recent by DanAtkinsonUK March 2023
• LTA Changes & Inheritance Tax

  157 views 3 comments 0 points Most recent by richardgough March 2023
• Onshore investment bond tax-relief top slicing calc

  318 views 6 comments 0 points Most recent by Elgrandelulu February 2023
• Cost disclosures

  259 views 2 comments 0 points Most recent by benjaminfabi February 2023
• Carry Forward & Employer Contributions

  142 views 1 comment 0 points Most recent by les_cameron February 2023
• Ad hoc adviser charge not from product

  145 views 3 comments 0 points Most recent by GolfPutt21 January 2023
• NHS Defered member accruals

  220 views 5 comments 0 points Most recent by les_cameron January 2023
• DB Advice - Any platforms/providers who will accept a DB transfer with a non-positive advice?

  1.1K views 7 comments 0 points Most recent by michael543 January 2023
• Section 32 GMP and the LTA

  163 views 7 comments 0 points Most recent by Nath January 2023
• Offshore Bond Custodian Transfer

  101 views 2 comments 0 points Most recent by DaleLucas December 2022
• Executive Income Protection

  81 views 2 comments 0 points Most recent by TimMatthias December 2022
• Inheriting AIM Shares

  140 views 2 comments 0 points Most recent by les_cameron December 2022
• Fixed Term Annuities - good option for low risk retirees with interest rate rises?

  363 views 11 comments 0 points Most recent by Nath December 2022