Technical stuff

• Help/Thoughts - Building a portfolio on FE / Unknown share classes etc

  99 views 2 comments 0 points Most recent by benjaminfabi April 2022
• LTA Test at age 75 - BCE5A and 5B

  128 views 2 comments 0 points Most recent by Sam_T April 2022
• LTA test at 75 with more than one drawdown plan

  288 views 7 comments 0 points Most recent by Sam_T April 2022
• Taking PCLS after age 75

  317 views 2 comments 0 points Most recent by SarahComptonHall April 2022
• Tapering the annual allowance and carry forward

  112 views 5 comments 0 points Most recent by benjaminfabi April 2022
• No book costs for GIA

  344 views 5 comments 0 points Most recent by richallum March 2022
• Pension Tax Relief on a Tax Code

  244 views 1 comment 0 points Most recent by richardgough March 2022
• DB & Money Purchase Schemes - LTA

  118 views 1 comment 0 points Most recent by benjaminfabi March 2022
• Is this a bad idea?

  278 views 12 comments 0 points Most recent by amarshall March 2022
• Pension Contributions - no relevant Earnings

  171 views 3 comments 0 points Most recent by sm2000p March 2022
• Ex ante and ex post costs

  206 views 2 comments 0 points Most recent by Glyn2000 March 2022
• Taxation of bonds in trust

  610 views 7 comments 0 points Most recent by Nath March 2022
• Individual protection 2016

  80 views 2 comments 0 points Most recent by richallum March 2022
• How are you discounting Stakeholder pensions..

  327 views 1 comment 0 points Most recent by richardgough March 2022
• Rental income tax

  141 views 3 comments 0 points Most recent by benjaminfabi March 2022
• IHT for intestate married couple, joint home

  121 views 3 comments 0 points Most recent by DaleLucas February 2022
• Comparing investment performance

  273 views 3 comments 0 points Most recent by Glyn2000 February 2022
• Jersey / Guernsey Trustee suggestions

  35 views 0 comments 0 points Started by MothiusManius February 2022
• Taxation of Investment Bond Gains - Policy owner = exactors of estate

  292 views 10 comments 0 points Most recent by amelia1983 January 2022
• Advisory Centralised Investment Proposition - portfolio change charge disclosure

  150 views 7 comments 0 points Most recent by benjaminfabi January 2022
• Nominee Flexi-Access Drawdown query

  109 views 1 comment 0 points Most recent by benjaminfabi January 2022
• DGT tax on death of settlor - Technical Question

  549 views 4 comments 0 points Most recent by benjaminfabi December 2021
• Cooling Off period for Top Ups

  455 views 5 comments 0 points Most recent by MikeM November 2021
• Career Average Revalued Earnings (CARE) in Voyant

  493 views 4 comments 0 points Most recent by KellySelby October 2021
• Trust Registration Service

  110 views 0 comments 0 points Started by richallum October 2021
• Ongoing Charge + VAT

  558 views 2 comments 0 points Most recent by Jo_R September 2021
• Trust on Pension Death Benefits

  218 views 2 comments 0 points Most recent by benjaminfabi July 2021
• Flexible Reversionary Trusts

  249 views 2 comments 0 points Most recent by Charlotte_Collier July 2021
• Corporate investment - the practical stuff

  110 views 0 comments 0 points Started by Hnew July 2021
• SIPP Annual Review with Commercial Property

  147 views 2 comments 0 points Most recent by GallusAlice June 2021