Technical stuff

• Ask the Expert - Pensions with Gareth Davies, Scottish Widows

  89 views 2 comments 0 points Most recent by GarethDavies February 2025
• Ask the Expert - Protection with Jon Hall, Scottish Widows

  177 views 8 comments 0 points Most recent by Wildparaplanner February 2025
• Drawdown to drawdown transfers and stakeholder discounting rules

  106 views 3 comments 0 points Most recent by benjaminfabi February 2025
• Pre/Post 31/10/24 CGT

  64 views 3 comments 0 points Most recent by PippaO February 2025
• Tax Free cash, LTA and Protection

  186 views 8 comments 0 points Most recent by Nathan January 2025
• Pensions and IHT - what is a 'transfer'?

  87 views 4 comments 0 points Most recent by benjaminfabi January 2025
• DC to DC transfers, ill health and IHT (and IHT from 2027!)

  89 views 2 comments 0 points Most recent by les_cameron January 2025
• Transitional Tax-Free Cash again

  99 views 3 comments 0 points Most recent by les_cameron January 2025
• Transferrable RNRB - technical question

  142 views 7 comments 0 points Most recent by les_cameron January 2025
• Lasting Power of Attorney and Deprivation of Assets

  102 views 6 comments 0 points Most recent by TimMatthias January 2025
• Trusts, MPS and Investment Policy Statements

  65 views 1 comment 0 points Most recent by les_cameron January 2025
• Allowable expenses

  101 views 1 comment 0 points Most recent by Wildparaplanner December 2024
• Drawing taxable income from pension to fund WOL policy

  208 views 8 comments 0 points Most recent by les_cameron December 2024
• Full transfer of GMP to a lifetime annuity

  219 views 10 comments 0 points Most recent by Wildparaplanner December 2024
• Interaction of Loans, Gifts and CLTs

  77 views 3 comments 0 points Most recent by benjaminfabi December 2024
• People who took PCLS before the Budget and returned it using "cancellation rights"

  441 views 3 comments 0 points Most recent by benjaminfabi December 2024
• Canada Life pension transfer to the UK

  110 views 2 comments 0 points Most recent by les_cameron December 2024
• Joint whole of life on second death

  173 views 4 comments 0 points Most recent by GolfPutt21 December 2024
• Cash ISAs for children - parental settlement?

  90 views 2 comments 0 points Most recent by benjaminfabi November 2024
• CGT - pre & post budget

  152 views 4 comments 0 points Most recent by benjaminfabi November 2024
• M&G wrapper comparison tool

  123 views 2 comments 0 points Most recent by smith November 2024
• Scheme Specific TFC and the new Lump Sum Allowance

  359 views 9 comments 0 points Most recent by les_cameron November 2024
• Budget October 2024 - Pensions and IHT

  283 views 6 comments 0 points Most recent by les_cameron November 2024
• SIPPs for non-uk residents

  74 views 1 comment 0 points Most recent by SA96 October 2024
• Reporting requirements for LSA & LSDBA

  102 views 2 comments 0 points Most recent by les_cameron October 2024
• Consideration of the clients workplace pension

  161 views 3 comments 0 points Most recent by les_cameron October 2024
• Disproportionate bond gains

  253 views 6 comments 0 points Most recent by les_cameron October 2024
• Settlor's spouse/civil partner as beneficiary

  97 views 2 comments 0 points Most recent by les_cameron October 2024
• Time Apportionment Relief

  80 views 4 comments 0 points Most recent by les_cameron September 2024
• TTFAC - operational practice

  73 views 0 comments 0 points Started by benjaminfabi September 2024