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Got a question about pensions, investments, tax & trusts, offshore or regulation? Please use a tag (e.g. pensions) to make it easier to find.
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LSA Reduction
82
views
1
comment
0
points
Most recent by
les_cameron
September 2024
Lasting Power of Attorney investment decisions
187
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14
comments
0
points
Most recent by
GolfPutt21
September 2024
FSCS & offshore bonds
2.2K
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8
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Most recent by
HR246
September 2024
Will Trust - Moving into care home
139
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6
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0
points
Most recent by
les_cameron
August 2024
Trustees paying for the life cover of the settlor?
79
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2
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0
points
Most recent by
SA96
August 2024
Exit charges in first ten years
101
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3
comments
0
points
Most recent by
les_cameron
August 2024
Calculating CGT on shares
80
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0
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points
Started by
caithall341
August 2024
Scheme-specific lump sum protection — calculating a member’s entitlement
296
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4
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0
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Most recent by
les_cameron
August 2024
Losing Enhanced Protection whilst legislation issues persist
75
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4
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0
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Most recent by
Wildparaplanner
August 2024
Scheme-Specific Tax Free Cash
144
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5
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0
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Most recent by
les_cameron
July 2024
TTFAC and previously taken SSPTFC
48
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1
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0
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Most recent by
les_cameron
July 2024
Would this fall under DB transfer rules?
82
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4
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Most recent by
PeterM
July 2024
IPDI - tax treatment of portfolio
55
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3
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Most recent by
richardgough
July 2024
Proceeds from Trust wind up paid to minors - what can be done next?
81
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3
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Most recent by
benjaminfabi
July 2024
Ending IIP (IPDI) Trust within lifetime
68
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1
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Most recent by
richardgough
July 2024
Jointly owned property - co-habiting couple. IHT treatment on death.
55
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1
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Most recent by
les_cameron
July 2024
Gifts of deferred consideration - 7 year clock timing
58
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2
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Most recent by
PippaO
July 2024
Time Apportionment Relief
106
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3
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0
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Most recent by
les_cameron
July 2024
New money to an existing Loan Trust and TRS requirements
53
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1
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0
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Most recent by
les_cameron
July 2024
MPS and KIID document disclosure
67
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0
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Started by
Wildparaplanner
July 2024
TTFAC Calculation
164
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4
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0
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Most recent by
MarkDevlin
July 2024
Buddy Transfer - One member missed the 12 month deadline
64
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3
comments
0
points
Most recent by
les_cameron
July 2024
Funding a Pension from an ISA
177
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3
comments
0
points
Most recent by
les_cameron
July 2024
The Transferable Nil Rate Band - Spouses
111
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2
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0
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Most recent by
les_cameron
July 2024
Pension Contributions over the Annual Allowance
89
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2
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0
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Most recent by
les_cameron
July 2024
Scottish Pension Tax Relief
146
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3
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0
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Most recent by
BryceClark22
July 2024
Enhanced Protection, LSDBA, uncrystallised and crystallised funds, death pre 75
111
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4
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0
points
Most recent by
Rebtix
July 2024
SSTFC
104
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2
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Most recent by
Sean_Fernyhough
June 2024
Replacing a bond without bring the capital into consideration for the local authority for care fees
151
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3
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0
points
Most recent by
les_cameron
June 2024
Transitional Tax Free Amount - specific case
162
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4
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0
points
Most recent by
LLB
June 2024
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