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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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Pre/Post 31/10/24 CGT
47
views
3
comments
0
points
Most recent by
PippaO
February 3
Tax Free cash, LTA and Protection
159
views
8
comments
0
points
Most recent by
Nathan
January 29
Pensions and IHT - what is a 'transfer'?
77
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4
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points
Most recent by
benjaminfabi
January 29
DC to DC transfers, ill health and IHT (and IHT from 2027!)
60
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2
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Most recent by
les_cameron
January 28
Transitional Tax-Free Cash again
77
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3
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Most recent by
les_cameron
January 27
Transferrable RNRB - technical question
122
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7
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Most recent by
les_cameron
January 24
Lasting Power of Attorney and Deprivation of Assets
87
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6
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Most recent by
TimMatthias
January 23
Trusts, MPS and Investment Policy Statements
45
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1
comment
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Most recent by
les_cameron
January 21
QROPS and TTFAC
147
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5
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Most recent by
Graham_Turner
January 3
Allowable expenses
85
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1
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Most recent by
Wildparaplanner
December 2024
Drawing taxable income from pension to fund WOL policy
171
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8
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Most recent by
les_cameron
December 2024
Full transfer of GMP to a lifetime annuity
141
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10
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0
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Most recent by
Wildparaplanner
December 2024
Interaction of Loans, Gifts and CLTs
61
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3
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Most recent by
benjaminfabi
December 2024
People who took PCLS before the Budget and returned it using "cancellation rights"
274
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3
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0
points
Most recent by
benjaminfabi
December 2024
Canada Life pension transfer to the UK
90
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2
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Most recent by
les_cameron
December 2024
Joint whole of life on second death
147
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4
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points
Most recent by
GolfPutt21
December 2024
Cash ISAs for children - parental settlement?
77
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2
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Most recent by
benjaminfabi
November 2024
CGT - pre & post budget
130
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4
comments
0
points
Most recent by
benjaminfabi
November 2024
M&G wrapper comparison tool
108
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2
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0
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Most recent by
smith
November 2024
Scheme Specific TFC and the new Lump Sum Allowance
342
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9
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0
points
Most recent by
les_cameron
November 2024
Budget October 2024 - Pensions and IHT
272
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6
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Most recent by
les_cameron
November 2024
SIPPs for non-uk residents
62
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1
comment
0
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Most recent by
SA96
October 2024
Reporting requirements for LSA & LSDBA
85
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2
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0
points
Most recent by
les_cameron
October 2024
Consideration of the clients workplace pension
136
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3
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0
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Most recent by
les_cameron
October 2024
Disproportionate bond gains
234
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6
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0
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Most recent by
les_cameron
October 2024
Settlor's spouse/civil partner as beneficiary
81
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2
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0
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Most recent by
les_cameron
October 2024
Time Apportionment Relief
69
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4
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Most recent by
les_cameron
September 2024
Offshore bonds & VAT
172
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1
comment
0
points
Most recent by
TomLloyd_Read
September 2024
TTFAC - operational practice
54
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0
comments
0
points
Started by
benjaminfabi
September 2024
Enhanced Protection and Transitional Certificate
84
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3
comments
0
points
Most recent by
SA96
September 2024
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