Technical stuff

• Relevant Property Trusts and periodic charges (post 6 April 2026)

  96 views 6 comments 0 points Most recent by les_cameron June 2025
• LSA query

  59 views 1 comment 0 points Most recent by benjaminfabi June 2025
• TTFA Certificate for BCE 3 for a Pre A day Pension

  104 views 2 comments 0 points Most recent by PeterM June 2025
• UK IHT for Australian Superannuation

  78 views 2 comments 0 points Most recent by Radnor June 2025
• Bond gains when settled into a life interest trust

  103 views 6 comments 0 points Most recent by Wildparaplanner June 2025
• Disabled Persons Trust

  85 views 2 comments 0 points Most recent by amarshall May 2025
• Defined Benefit Pension - Lump Sum Allowance

  72 views 1 comment 0 points Most recent by les_cameron May 2025
• APS S&S ISA cancellation rights into an existing plan

  95 views 1 comment 0 points Most recent by benjaminfabi May 2025
• Teachers' Pension Scheme - PIAs

  156 views 4 comments 0 points Most recent by les_cameron May 2025
• Rysaffe Principle query

  103 views 0 comments 0 points Started by Wildparaplanner May 2025
• Gift inter vivos query for gifting PCLS

  110 views 1 comment 0 points Most recent by benjaminfabi May 2025
• Auto Rebalancing functionality on platforms

  119 views 2 comments 0 points Most recent by benjaminfabi April 2025
• Reduction in relief for AIM

  106 views 1 comment 0 points Most recent by SA96 April 2025
• Withdrawing pension money as a POA to gift to son

  120 views 2 comments 0 points Most recent by les_cameron April 2025
• 10% Drop Notifications

  168 views 2 comments 0 points Most recent by fredboiii95 April 2025
• DGT query

  213 views 7 comments 0 points Most recent by les_cameron April 2025
• Quick Bond surrender question....

  96 views 2 comments 0 points Most recent by Amy April 2025
• JISA & ISA

  81 views 3 comments 0 points Most recent by GarethM April 2025
• Standalone Lump Sum Payment

  110 views 1 comment 0 points Most recent by les_cameron April 2025
• Tax consequences of spousal transfers

  301 views 13 comments 0 points Most recent by les_cameron April 2025
• Partial Annuity - MPAA

  109 views 2 comments 0 points Most recent by les_cameron March 2025
• Gifts out of surplus income

  343 views 11 comments 0 points Most recent by amelia1983 March 2025
• Overseas Transfer Allowance

  68 views 1 comment 0 points Most recent by les_cameron March 2025
• Phased Drawdown Calculator

  144 views 4 comments 0 points Most recent by ruthiebusybee March 2025
• Carried interest

  75 views 0 comments 0 points Started by LiliS March 2025
• Missing base costs for CGT

  142 views 2 comments 0 points Most recent by richallum March 2025
• Phased Surrender of Offshore Investment Bonds

  97 views 4 comments 0 points Most recent by CharlieSmithson March 2025
• Offshore bond surrender - tax calc method check...

  132 views 5 comments 0 points Most recent by les_cameron March 2025
• Taking out a partial annuity

  94 views 1 comment 0 points Most recent by les_cameron February 2025
• Salary sacrifice & Minimum Wage

  98 views 2 comments 0 points Most recent by smith February 2025