Technical stuff

• Would this fall under DB transfer rules?

  96 views 4 comments 0 points Most recent by PeterM July 2024
• IPDI - tax treatment of portfolio

  67 views 3 comments 0 points Most recent by richardgough July 2024
• Proceeds from Trust wind up paid to minors - what can be done next?

  86 views 3 comments 0 points Most recent by benjaminfabi July 2024
• Ending IIP (IPDI) Trust within lifetime

  71 views 1 comment 0 points Most recent by richardgough July 2024
• Jointly owned property - co-habiting couple. IHT treatment on death.

  58 views 1 comment 0 points Most recent by les_cameron July 2024
• Gifts of deferred consideration - 7 year clock timing

  62 views 2 comments 0 points Most recent by PippaO July 2024
• Time Apportionment Relief

  107 views 3 comments 0 points Most recent by les_cameron July 2024
• New money to an existing Loan Trust and TRS requirements

  54 views 1 comment 0 points Most recent by les_cameron July 2024
• MPS and KIID document disclosure

  72 views 0 comments 0 points Started by Wildparaplanner July 2024
• TTFAC Calculation

  169 views 4 comments 0 points Most recent by MarkDevlin July 2024
• Buddy Transfer - One member missed the 12 month deadline

  67 views 3 comments 0 points Most recent by les_cameron July 2024
• Funding a Pension from an ISA

  182 views 3 comments 0 points Most recent by les_cameron July 2024
• The Transferable Nil Rate Band - Spouses

  113 views 2 comments 0 points Most recent by les_cameron July 2024
• Pension Contributions over the Annual Allowance

  93 views 2 comments 0 points Most recent by les_cameron July 2024
• Scottish Pension Tax Relief

  149 views 3 comments 0 points Most recent by BryceClark22 July 2024
• Enhanced Protection, LSDBA, uncrystallised and crystallised funds, death pre 75

  114 views 4 comments 0 points Most recent by Rebtix July 2024
• SSTFC

  107 views 2 comments 0 points Most recent by Sean_Fernyhough June 2024
• Replacing a bond without bring the capital into consideration for the local authority for care fees

  159 views 3 comments 0 points Most recent by les_cameron June 2024
• Transitional Tax Free Amount - specific case

  164 views 4 comments 0 points Most recent by LLB June 2024
• AIM shares and replacement property rules

  139 views 2 comments 0 points Most recent by TimMatthias June 2024
• Unmarried couple investing £300K. Doesn't feel right to me.

  188 views 2 comments 0 points Most recent by TimMatthias June 2024
• Fund Charges

  179 views 4 comments 0 points Most recent by Wildparaplanner June 2024
• Clients who are using the pension for IHT - When do you take the lump sum?

  182 views 1 comment 0 points Most recent by les_cameron June 2024
• Transitional Tax Free Amount enquiry for specific client case

  331 views 10 comments 0 points Most recent by MothiusManius June 2024
• Pensions Transfers and IHT

  170 views 7 comments 0 points Most recent by Kelly June 2024
• Onshore Bond in Trust. Trustee moved to USA.

  159 views 3 comments 0 points Most recent by TimMatthias June 2024
• EIS, VCT & BR

  195 views 3 comments 0 points Most recent by BhanuVekria June 2024
• FCA SDR (Sustainability Disclosure Requirements) / Anti-Greenwashing rule - ESG portfolios

  139 views 0 comments 0 points Started by PippaO May 2024
• Trustee Bank Accounts

  192 views 2 comments 0 points Most recent by MothiusManius May 2024
• Borrowing for Business Relief investment

  167 views 1 comment 0 points Most recent by les_cameron May 2024