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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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Scheme-Specific Tax Free Cash
158
views
5
comments
0
points
Most recent by
les_cameron
July 2024
TTFAC and previously taken SSPTFC
57
views
1
comment
0
points
Most recent by
les_cameron
July 2024
Would this fall under DB transfer rules?
107
views
4
comments
0
points
Most recent by
PeterM
July 2024
IPDI - tax treatment of portfolio
103
views
3
comments
0
points
Most recent by
richardgough
July 2024
Proceeds from Trust wind up paid to minors - what can be done next?
95
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3
comments
0
points
Most recent by
benjaminfabi
July 2024
Ending IIP (IPDI) Trust within lifetime
88
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1
comment
0
points
Most recent by
richardgough
July 2024
Jointly owned property - co-habiting couple. IHT treatment on death.
62
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1
comment
0
points
Most recent by
les_cameron
July 2024
Gifts of deferred consideration - 7 year clock timing
69
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2
comments
0
points
Most recent by
PippaO
July 2024
Time Apportionment Relief
112
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3
comments
0
points
Most recent by
les_cameron
July 2024
New money to an existing Loan Trust and TRS requirements
59
views
1
comment
0
points
Most recent by
les_cameron
July 2024
MPS and KIID document disclosure
97
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0
comments
0
points
Started by
Wildparaplanner
July 2024
TTFAC Calculation
180
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4
comments
0
points
Most recent by
MarkDevlin
July 2024
Buddy Transfer - One member missed the 12 month deadline
75
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3
comments
0
points
Most recent by
les_cameron
July 2024
Funding a Pension from an ISA
191
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3
comments
0
points
Most recent by
les_cameron
July 2024
The Transferable Nil Rate Band - Spouses
119
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2
comments
0
points
Most recent by
les_cameron
July 2024
Pension Contributions over the Annual Allowance
96
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2
comments
0
points
Most recent by
les_cameron
July 2024
Scottish Pension Tax Relief
156
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3
comments
0
points
Most recent by
BryceClark22
July 2024
Enhanced Protection, LSDBA, uncrystallised and crystallised funds, death pre 75
127
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4
comments
0
points
Most recent by
Rebtix
July 2024
SSTFC
114
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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
177
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3
comments
0
points
Most recent by
les_cameron
June 2024
Transitional Tax Free Amount - specific case
169
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4
comments
0
points
Most recent by
LLB
June 2024
AIM shares and replacement property rules
150
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2
comments
0
points
Most recent by
TimMatthias
June 2024
Unmarried couple investing £300K. Doesn't feel right to me.
195
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2
comments
0
points
Most recent by
TimMatthias
June 2024
Fund Charges
187
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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?
186
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1
comment
0
points
Most recent by
les_cameron
June 2024
Transitional Tax Free Amount enquiry for specific client case
333
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10
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0
points
Most recent by
MothiusManius
June 2024
Pensions Transfers and IHT
176
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7
comments
0
points
Most recent by
Kelly
June 2024
Onshore Bond in Trust. Trustee moved to USA.
162
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3
comments
0
points
Most recent by
TimMatthias
June 2024
EIS, VCT & BR
202
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3
comments
0
points
Most recent by
BhanuVekria
June 2024
FCA SDR (Sustainability Disclosure Requirements) / Anti-Greenwashing rule - ESG portfolios
142
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0
comments
0
points
Started by
PippaO
May 2024
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