Technical stuff

• Enhanced Protection query

  152 views 1 comment 0 points Most recent by les_cameron April 4
• Pre A Day Benefits

  225 views 2 comments 0 points Most recent by LisaC March 28
• IHT Calculations involving bonds

  201 views 1 comment 0 points Most recent by richardgough March 27
• Transitional Tax-Free Cash

  232 views 6 comments 0 points Most recent by les_cameron March 26
• Scheme specific tax-free cash protection and tax free lump sums

  218 views 3 comments 0 points Most recent by les_cameron March 26
• Equalisation Payment & LTA / LTA Charge

  107 views 0 comments 0 points Started by fredboiii95 March 25
• Adding a class of beneficiary to an existing trust

  183 views 4 comments 0 points Most recent by les_cameron March 20
• Relevant earnings for Pension contributions

  143 views 1 comment 0 points Most recent by les_cameron March 19
• McCloud Remedy - What to contribute?

  222 views 2 comments 0 points Most recent by Sean_Fernyhough March 18
• Enhanced tax-free cash query

  271 views 8 comments 0 points Most recent by SA96 March 15
• Rules of Intestacy

  132 views 2 comments 0 points Most recent by Jen_Berwick March 15
• Illiquid holding in SIPP

  190 views 3 comments 0 points Most recent by TomLloyd_Read March 15
• Income strategy/tax calculation

  144 views 2 comments 0 points Most recent by TomLloyd_Read March 15
• Recycling PCLS

  129 views 1 comment 0 points Most recent by les_cameron March 14
• Trust tax rates 2024/25

  190 views 3 comments 0 points Most recent by les_cameron March 11
• Residential NRB and houseboats/barges

  167 views 2 comments 0 points Most recent by Sean_Fernyhough March 8
• Furnished Holiday Lettings from April 2025

  119 views 2 comments 0 points Most recent by les_cameron March 7
• Is this considered an "opt out" in regards to DB advice?

  164 views 0 comments 0 points Started by Wildparaplanner March 6
• New LTA regime - pre-2006 DB with no relevant BCEs

  302 views 8 comments 0 points Most recent by les_cameron March 1
• EIS, AIM and IHT query

  299 views 4 comments 0 points Most recent by Amy February 28
• Carry Forward + Salary Sacrifice + Tapered Annual Allowance

  145 views 4 comments 0 points Most recent by Wildparaplanner February 28
• Beneficiary's Drawdown

  234 views 9 comments 0 points Most recent by PeterM February 26
• Disclosing Fixed Fees

  172 views 1 comment 0 points Most recent by benjaminfabi February 22
• LSA / LSDBA transitional rules calculation

  646 views 18 comments 0 points Most recent by les_cameron February 22
• Pension Term Assurance (PTA)

  153 views 4 comments 0 points Most recent by SA96 February 21
• Judicial Pension Scheme (2022) / Adjusted Net Income

  179 views 3 comments 0 points Most recent by les_cameron February 19
• New LSA and a disqualifying pension credit

  181 views 6 comments 0 points Most recent by les_cameron February 19
• Tax wrapper comparison tool for trust clients

  185 views 0 comments 0 points Started by AngelaCam February 14
• New M&G Technical site

  187 views 0 comments 0 points Started by richallum February 12
• Lifetime Allowance Charge and MPAA problem

  174 views 4 comments 0 points Most recent by les_cameron February 9