Technical stuff

• 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 views 4 comments 0 points Most recent by benjaminfabi January 29
• DC to DC transfers, ill health and IHT (and IHT from 2027!)

  60 views 2 comments 0 points Most recent by les_cameron January 28
• Transitional Tax-Free Cash again

  77 views 3 comments 0 points Most recent by les_cameron January 27
• Transferrable RNRB - technical question

  122 views 7 comments 0 points Most recent by les_cameron January 24
• Lasting Power of Attorney and Deprivation of Assets

  87 views 6 comments 0 points Most recent by TimMatthias January 23
• Trusts, MPS and Investment Policy Statements

  45 views 1 comment 0 points Most recent by les_cameron January 21
• QROPS and TTFAC

  147 views 5 comments 0 points Most recent by Graham_Turner January 3
• Allowable expenses

  85 views 1 comment 0 points Most recent by Wildparaplanner December 2024
• Drawing taxable income from pension to fund WOL policy

  171 views 8 comments 0 points Most recent by les_cameron December 2024
• Full transfer of GMP to a lifetime annuity

  141 views 10 comments 0 points Most recent by Wildparaplanner December 2024
• Interaction of Loans, Gifts and CLTs

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  84 views 3 comments 0 points Most recent by SA96 September 2024