Technical stuff

• SSTFC

  99 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

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

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

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

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

  174 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?

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

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

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

  147 views 3 comments 0 points Most recent by TimMatthias June 11
• EIS, VCT & BR

  184 views 3 comments 0 points Most recent by BhanuVekria June 4
• FCA SDR (Sustainability Disclosure Requirements) / Anti-Greenwashing rule - ESG portfolios

  130 views 0 comments 0 points Started by PippaO May 29
• Trustee Bank Accounts

  182 views 2 comments 0 points Most recent by MothiusManius May 27
• Borrowing for Business Relief investment

  157 views 1 comment 0 points Most recent by les_cameron May 20
• Centralised Retirement Propositions (CRP)

  257 views 3 comments 0 points Most recent by richallum May 15
• Centralised Investment Proposition (CIP) Creation

  820 views 8 comments 0 points Most recent by richallum May 15
• Annuity for a dependant child

  109 views 0 comments 0 points Started by PeterM May 14
• Chain of title - resigning trustee and appointing new trustees

  207 views 9 comments 0 points Most recent by les_cameron May 13
• IHT planning and LPAs

  129 views 1 comment 0 points Most recent by les_cameron May 13
• SIPP provider that facilitates charity contributions via payroll?

  167 views 2 comments 0 points Most recent by richardgough May 7
• Bare Trust Taxation

  149 views 2 comments 0 points Most recent by Sean_Fernyhough April 30
• TTFAC and QROPS repatriation

  180 views 3 comments 0 points Most recent by les_cameron April 26
• Trusts for vulnerable beneficiaries

  174 views 2 comments 0 points Most recent by Sean_Fernyhough April 24
• Cost Comparisons / OCF & Transaction Cost

  177 views 2 comments 0 points Most recent by Colin1980 April 23
• Partial Drawdown Transfers to Purchase a Lifetime Annuity

  268 views 7 comments 0 points Most recent by les_cameron April 14
• VCTs - Ongoing Advice Fees?

  247 views 3 comments 0 points Most recent by benjaminfabi April 13
• Settlor/trustee without capacity

  108 views 1 comment 0 points Most recent by les_cameron April 11
• Pension Contribution Over 75's

  324 views 5 comments 0 points Most recent by katielockyer April 11
• TTFAC and pre-commencement pensions

  486 views 14 comments 0 points Most recent by SA96 April 10
• Added property to a relevant property trust - treatment at next 10 year anniversary

  92 views 3 comments 0 points Most recent by les_cameron April 10