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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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Residential NRB and houseboats/barges
152
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2
comments
0
points
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March 8
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114
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2
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points
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les_cameron
March 7
Is this considered an "opt out" in regards to DB advice?
160
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0
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Started by
Wildparaplanner
March 6
New LTA regime - pre-2006 DB with no relevant BCEs
285
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8
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0
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Most recent by
les_cameron
March 1
EIS, AIM and IHT query
296
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4
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Amy
February 28
Carry Forward + Salary Sacrifice + Tapered Annual Allowance
132
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4
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0
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Most recent by
Wildparaplanner
February 28
Beneficiary's Drawdown
216
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9
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Most recent by
PeterM
February 26
Disclosing Fixed Fees
169
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1
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Most recent by
benjaminfabi
February 22
LSA / LSDBA transitional rules calculation
604
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18
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Most recent by
les_cameron
February 22
Pension Term Assurance (PTA)
150
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4
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points
Most recent by
SA96
February 21
Judicial Pension Scheme (2022) / Adjusted Net Income
171
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3
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Most recent by
les_cameron
February 19
New LSA and a disqualifying pension credit
170
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6
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Most recent by
les_cameron
February 19
Tax wrapper comparison tool for trust clients
166
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0
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Started by
AngelaCam
February 14
New M&G Technical site
184
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0
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0
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Started by
richallum
February 12
Lifetime Allowance Charge and MPAA problem
171
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4
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Most recent by
les_cameron
February 9
Onshore bond chargeable events and tax return requirements
132
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2
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Most recent by
les_cameron
February 5
Capital gains tax calculator
617
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5
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0
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Most recent by
nickpick
February 1
VAT and adviser charging
295
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6
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0
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Most recent by
benjaminfabi
January 31
Pre-2006 SSAS Death benefits
111
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5
comments
0
points
Most recent by
les_cameron
January 31
Onshore vs Offshore Bonds - Investment Choice
149
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0
comments
0
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Started by
HR246
January 29
Using part of crystallised drawdown pot to buy a fixed term annuity
280
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5
comments
0
points
Most recent by
Calvert76
January 27
Another LSDBA query (off back of defined benefits paperwork)
125
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1
comment
0
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Most recent by
les_cameron
January 22
Adviser Charges from a pension
161
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2
comments
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Most recent by
benjaminfabi
January 19
DB Transfers for people past Normal Retirement Age
134
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1
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Most recent by
les_cameron
January 16
Bonds, Lives Assured & Insurable Interest
131
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1
comment
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Most recent by
les_cameron
January 9
DFMs and VAT
165
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1
comment
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Most recent by
TomLloyd_Read
January 5
New lifetime allowance technical notes from Prudential / M&G
144
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0
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Started by
richallum
January 3
Scheme Specific TFC and the new Lump Sum Allowance
164
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2
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0
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Most recent by
benjaminfabi
December 2023
Pension Contributions Over 75
156
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1
comment
0
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Most recent by
les_cameron
December 2023
NEW LTA Rules
327
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16
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0
points
Most recent by
les_cameron
December 2023
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