Technical stuff

• Interaction of Loans, Gifts and CLTs

  59 views 3 comments 0 points Most recent by benjaminfabi December 2024
• People who took PCLS before the Budget and returned it using "cancellation rights"

  254 views 3 comments 0 points Most recent by benjaminfabi December 2024
• Canada Life pension transfer to the UK

  88 views 2 comments 0 points Most recent by les_cameron December 2024
• Joint whole of life on second death

  138 views 4 comments 0 points Most recent by GolfPutt21 December 2024
• Cash ISAs for children - parental settlement?

  76 views 2 comments 0 points Most recent by benjaminfabi November 2024
• CGT - pre & post budget

  127 views 4 comments 0 points Most recent by benjaminfabi November 2024
• M&G wrapper comparison tool

  105 views 2 comments 0 points Most recent by smith November 2024
• Scheme Specific TFC and the new Lump Sum Allowance

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

  269 views 6 comments 0 points Most recent by les_cameron November 2024
• SIPPs for non-uk residents

  59 views 1 comment 0 points Most recent by SA96 October 2024
• Reporting requirements for LSA & LSDBA

  84 views 2 comments 0 points Most recent by les_cameron October 2024
• Consideration of the clients workplace pension

  130 views 3 comments 0 points Most recent by les_cameron October 2024
• Disproportionate bond gains

  231 views 6 comments 0 points Most recent by les_cameron October 2024
• Settlor's spouse/civil partner as beneficiary

  79 views 2 comments 0 points Most recent by les_cameron October 2024
• Time Apportionment Relief

  67 views 4 comments 0 points Most recent by les_cameron September 2024
• Offshore bonds & VAT

  154 views 1 comment 0 points Most recent by TomLloyd_Read September 2024
• TTFAC - operational practice

  53 views 0 comments 0 points Started by benjaminfabi September 2024
• Enhanced Protection and Transitional Certificate

  81 views 3 comments 0 points Most recent by SA96 September 2024
• Top Slice Gain & Top Slice Relief

  90 views 1 comment 0 points Most recent by les_cameron September 2024
• LSA Reduction

  84 views 1 comment 0 points Most recent by les_cameron September 2024
• Lasting Power of Attorney investment decisions

  219 views 14 comments 0 points Most recent by GolfPutt21 September 2024
• FSCS & offshore bonds

  2.2K views 8 comments 0 points Most recent by HR246 September 2024
• Will Trust - Moving into care home

  151 views 6 comments 0 points Most recent by les_cameron August 2024
• Trustees paying for the life cover of the settlor?

  81 views 2 comments 0 points Most recent by SA96 August 2024
• Exit charges in first ten years

  105 views 3 comments 0 points Most recent by les_cameron August 2024
• Calculating CGT on shares

  83 views 0 comments 0 points Started by caithall341 August 2024
• Scheme-specific lump sum protection — calculating a member’s entitlement

  301 views 4 comments 0 points Most recent by les_cameron August 2024
• Losing Enhanced Protection whilst legislation issues persist

  78 views 4 comments 0 points Most recent by Wildparaplanner August 2024
• Scheme-Specific Tax Free Cash

  147 views 5 comments 0 points Most recent by les_cameron July 2024
• TTFAC and previously taken SSPTFC

  49 views 1 comment 0 points Most recent by les_cameron July 2024