Technical stuff

• Fixed Protection and TFC

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

  101 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?

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

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

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

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

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

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

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

  226 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?

  1.2K views 7 comments 0 points Most recent by michael543 January 2023
• Section 32 GMP and the LTA

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

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

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

  146 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?

  367 views 11 comments 0 points Most recent by Nath December 2022
• Mifid transaction costs

  122 views 2 comments 0 points Most recent by benjaminfabi December 2022
• Fixed Protection 2016 - excess

  82 views 2 comments 0 points Most recent by TimMatthias December 2022
• FSCS - Personal accounts and cash accounts within a SIPP

  127 views 2 comments 0 points Most recent by les_cameron December 2022
• Beneficiary surrendering assigned Offshore Bond - Top Slicing tax question

  88 views 2 comments 0 points Most recent by GallusAlice November 2022
• IIP (IPDI) appointing assets to remaindermen during lifetime of life tenant lacking capacity

  85 views 0 comments 0 points Started by Michelle131 November 2022
• Investment Bond Ownership

  95 views 1 comment 0 points Most recent by richardgough November 2022
• Risk Profiling and the current bond market

  99 views 1 comment 0 points Most recent by benjaminfabi October 2022
• Accessing Pension to act as bridging loan

  128 views 2 comments 0 points Most recent by LWheel2003 October 2022
• Bond Surrender Calculations

  944 views 7 comments 0 points Most recent by les_cameron October 2022
• Onshore bonds & means-tested benefits

  785 views 5 comments 0 points Most recent by les_cameron October 2022
• Fonts for reports

  453 views 23 comments 0 points Most recent by benjaminfabi October 2022
• Cash Flow Modelling - Assumptions?

  180 views 1 comment 0 points Most recent by Gustavo_Fring October 2022
• Limited company with excess funds - what can they invest in?

  161 views 1 comment 0 points Most recent by les_cameron October 2022
• With Profits - current or transfer value for pension transfer analysis

  240 views 6 comments 0 points Most recent by TimMatthias October 2022