Technical stuff

• Scheme-specific lump sum protection — calculating a member’s entitlement

  292 views 4 comments 0 points Most recent by les_cameron August 14
• Losing Enhanced Protection whilst legislation issues persist

  73 views 4 comments 0 points Most recent by Wildparaplanner August 13
• Scheme-Specific Tax Free Cash

  142 views 5 comments 0 points Most recent by les_cameron July 31
• TTFAC and previously taken SSPTFC

  46 views 1 comment 0 points Most recent by les_cameron July 31
• Would this fall under DB transfer rules?

  78 views 4 comments 0 points Most recent by PeterM July 31
• IPDI - tax treatment of portfolio

  46 views 3 comments 0 points Most recent by richardgough July 31
• Proceeds from Trust wind up paid to minors - what can be done next?

  78 views 3 comments 0 points Most recent by benjaminfabi July 31
• Ending IIP (IPDI) Trust within lifetime

  64 views 1 comment 0 points Most recent by richardgough July 31
• Jointly owned property - co-habiting couple. IHT treatment on death.

  52 views 1 comment 0 points Most recent by les_cameron July 31
• Gifts of deferred consideration - 7 year clock timing

  56 views 2 comments 0 points Most recent by PippaO July 29
• Time Apportionment Relief

  104 views 3 comments 0 points Most recent by les_cameron July 29
• New money to an existing Loan Trust and TRS requirements

  52 views 1 comment 0 points Most recent by les_cameron July 25
• MPS and KIID document disclosure

  65 views 0 comments 0 points Started by Wildparaplanner July 23
• TTFAC Calculation

  159 views 4 comments 0 points Most recent by MarkDevlin July 19
• Buddy Transfer - One member missed the 12 month deadline

  62 views 3 comments 0 points Most recent by les_cameron July 18
• Funding a Pension from an ISA

  174 views 3 comments 0 points Most recent by les_cameron July 17
• The Transferable Nil Rate Band - Spouses

  109 views 2 comments 0 points Most recent by les_cameron July 17
• Pension Contributions over the Annual Allowance

  87 views 2 comments 0 points Most recent by les_cameron July 17
• Scottish Pension Tax Relief

  141 views 3 comments 0 points Most recent by BryceClark22 July 16
• Enhanced Protection, LSDBA, uncrystallised and crystallised funds, death pre 75

  109 views 4 comments 0 points Most recent by Rebtix July 5
• SSTFC

  103 views 2 comments 0 points Most recent by Sean_Fernyhough June 27
• Replacing a bond without bring the capital into consideration for the local authority for care fees

  145 views 3 comments 0 points Most recent by les_cameron June 27
• Transitional Tax Free Amount - specific case

  160 views 4 comments 0 points Most recent by LLB June 24
• AIM shares and replacement property rules

  128 views 2 comments 0 points Most recent by TimMatthias June 21
• Unmarried couple investing £300K. Doesn't feel right to me.

  180 views 2 comments 0 points Most recent by TimMatthias June 19
• Fund Charges

  175 views 4 comments 0 points Most recent by Wildparaplanner June 18
• Clients who are using the pension for IHT - When do you take the lump sum?

  169 views 1 comment 0 points Most recent by les_cameron June 17
• Transitional Tax Free Amount enquiry for specific client case

  328 views 10 comments 0 points Most recent by MothiusManius June 13
• Pensions Transfers and IHT

  163 views 7 comments 0 points Most recent by Kelly June 13
• Onshore Bond in Trust. Trustee moved to USA.

  151 views 3 comments 0 points Most recent by TimMatthias June 11