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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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Would this fall under DB transfer rules?
78
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4
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0
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Most recent by
PeterM
July 31
IPDI - tax treatment of portfolio
45
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3
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0
points
Most recent by
richardgough
July 31
Proceeds from Trust wind up paid to minors - what can be done next?
78
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3
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Most recent by
benjaminfabi
July 31
Ending IIP (IPDI) Trust within lifetime
63
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1
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Most recent by
richardgough
July 31
Jointly owned property - co-habiting couple. IHT treatment on death.
52
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1
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Most recent by
les_cameron
July 31
Gifts of deferred consideration - 7 year clock timing
56
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2
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Most recent by
PippaO
July 29
Time Apportionment Relief
104
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3
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Most recent by
les_cameron
July 29
New money to an existing Loan Trust and TRS requirements
52
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1
comment
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Most recent by
les_cameron
July 25
MPS and KIID document disclosure
64
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0
comments
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Started by
Wildparaplanner
July 23
TTFAC Calculation
157
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4
comments
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Most recent by
MarkDevlin
July 19
Buddy Transfer - One member missed the 12 month deadline
62
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3
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Most recent by
les_cameron
July 18
Funding a Pension from an ISA
174
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3
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Most recent by
les_cameron
July 17
The Transferable Nil Rate Band - Spouses
109
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2
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Most recent by
les_cameron
July 17
Pension Contributions over the Annual Allowance
87
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2
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Most recent by
les_cameron
July 17
Scottish Pension Tax Relief
139
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3
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Most recent by
BryceClark22
July 16
Enhanced Protection, LSDBA, uncrystallised and crystallised funds, death pre 75
108
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4
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Most recent by
Rebtix
July 5
SSTFC
103
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2
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Most recent by
Sean_Fernyhough
June 27
Replacing a bond without bring the capital into consideration for the local authority for care fees
145
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3
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Most recent by
les_cameron
June 27
Transitional Tax Free Amount - specific case
156
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4
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Most recent by
LLB
June 24
AIM shares and replacement property rules
127
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2
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Most recent by
TimMatthias
June 21
Unmarried couple investing £300K. Doesn't feel right to me.
180
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2
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Most recent by
TimMatthias
June 19
Fund Charges
175
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4
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Most recent by
Wildparaplanner
June 18
Clients who are using the pension for IHT - When do you take the lump sum?
169
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1
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Most recent by
les_cameron
June 17
Transitional Tax Free Amount enquiry for specific client case
325
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10
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Most recent by
MothiusManius
June 13
Pensions Transfers and IHT
162
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7
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Most recent by
Kelly
June 13
Onshore Bond in Trust. Trustee moved to USA.
149
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3
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Most recent by
TimMatthias
June 11
EIS, VCT & BR
189
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3
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Most recent by
BhanuVekria
June 4
FCA SDR (Sustainability Disclosure Requirements) / Anti-Greenwashing rule - ESG portfolios
133
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0
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Started by
PippaO
May 29
Trustee Bank Accounts
185
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2
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Most recent by
MothiusManius
May 27
Borrowing for Business Relief investment
162
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1
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Most recent by
les_cameron
May 20
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