Technical stuff

• Onshore bond chargeable events and tax return requirements

  137 views 2 comments 0 points Most recent by les_cameron February 5
• Capital gains tax calculator

  628 views 5 comments 0 points Most recent by nickpick February 1
• VAT and adviser charging

  338 views 6 comments 0 points Most recent by benjaminfabi January 31
• Pre-2006 SSAS Death benefits

  112 views 5 comments 0 points Most recent by les_cameron January 31
• Onshore vs Offshore Bonds - Investment Choice

  170 views 0 comments 0 points Started by HR246 January 29
• Using part of crystallised drawdown pot to buy a fixed term annuity

  301 views 5 comments 0 points Most recent by Calvert76 January 27
• Another LSDBA query (off back of defined benefits paperwork)

  127 views 1 comment 0 points Most recent by les_cameron January 22
• Adviser Charges from a pension

  164 views 2 comments 0 points Most recent by benjaminfabi January 19
• DB Transfers for people past Normal Retirement Age

  136 views 1 comment 0 points Most recent by les_cameron January 16
• Bonds, Lives Assured & Insurable Interest

  145 views 1 comment 0 points Most recent by les_cameron January 9
• DFMs and VAT

  176 views 1 comment 0 points Most recent by TomLloyd_Read January 5
• New lifetime allowance technical notes from Prudential / M&G

  146 views 0 comments 0 points Started by richallum January 3
• Scheme Specific TFC and the new Lump Sum Allowance

  169 views 2 comments 0 points Most recent by benjaminfabi December 2023
• Pension Contributions Over 75

  158 views 1 comment 0 points Most recent by les_cameron December 2023
• NEW LTA Rules

  329 views 16 comments 0 points Most recent by les_cameron December 2023
• L&G Fixed Term Retirement Plan - LTA query

  146 views 1 comment 0 points Most recent by les_cameron December 2023
• PEP and Sanctions Checks for new clients

  82 views 1 comment 0 points Most recent by Steven_McBurnie November 2023
• Bond Owner different to Life Assured Considerations

  170 views 1 comment 0 points Most recent by les_cameron November 2023
• Offshore 'Pensions'

  84 views 1 comment 0 points Most recent by richallum November 2023
• Offshore bond withdrawal strategy

  153 views 4 comments 0 points Most recent by amarshall November 2023
• DFM proposes using a professional fund for a retail client - issues and thoughts?

  62 views 0 comments 0 points Started by Benc4032 November 2023
• Scheme-specific Tax Free Cash Entitlement

  95 views 2 comments 0 points Most recent by Paulrobo10 November 2023
• Scheme Specific PCLS - brain hurting

  140 views 5 comments 0 points Most recent by benjaminfabi October 2023
• Will beneficiary FAD be taxed as income or not?

  169 views 2 comments 0 points Most recent by benjaminfabi October 2023
• when is a pension transfer effected

  100 views 1 comment 0 points Most recent by richardgough September 2023
• US 401K plans

  125 views 3 comments 0 points Most recent by amarshall September 2023
• Scheme Specific Tax-Free Cash Query with new LTA regimes

  116 views 4 comments 0 points Most recent by les_cameron September 2023
• LTA / Small Pots & max PCLS

  145 views 7 comments 0 points Most recent by les_cameron September 2023
• Bond Surrenders and Spousal Exemptions

  113 views 3 comments 0 points Most recent by les_cameron September 2023
• State Benefits

  437 views 5 comments 0 points Most recent by les_cameron September 2023