Technical stuff

• Rules of Intestacy

  135 views 2 comments 0 points Most recent by Jen_Berwick March 15
• Illiquid holding in SIPP

  193 views 3 comments 0 points Most recent by TomLloyd_Read March 15
• Income strategy/tax calculation

  147 views 2 comments 0 points Most recent by TomLloyd_Read March 15
• Recycling PCLS

  133 views 1 comment 0 points Most recent by les_cameron March 14
• Trust tax rates 2024/25

  193 views 3 comments 0 points Most recent by les_cameron March 11
• Residential NRB and houseboats/barges

  179 views 2 comments 0 points Most recent by Sean_Fernyhough March 8
• Furnished Holiday Lettings from April 2025

  123 views 2 comments 0 points Most recent by les_cameron March 7
• Is this considered an "opt out" in regards to DB advice?

  167 views 0 comments 0 points Started by Wildparaplanner March 6
• New LTA regime - pre-2006 DB with no relevant BCEs

  342 views 8 comments 0 points Most recent by les_cameron March 1
• EIS, AIM and IHT query

  302 views 4 comments 0 points Most recent by Amy February 28
• Carry Forward + Salary Sacrifice + Tapered Annual Allowance

  152 views 4 comments 0 points Most recent by Wildparaplanner February 28
• Beneficiary's Drawdown

  238 views 9 comments 0 points Most recent by PeterM February 26
• Disclosing Fixed Fees

  176 views 1 comment 0 points Most recent by benjaminfabi February 22
• LSA / LSDBA transitional rules calculation

  698 views 18 comments 0 points Most recent by les_cameron February 22
• Pension Term Assurance (PTA)

  162 views 4 comments 0 points Most recent by SA96 February 21
• Judicial Pension Scheme (2022) / Adjusted Net Income

  188 views 3 comments 0 points Most recent by les_cameron February 19
• New LSA and a disqualifying pension credit

  193 views 6 comments 0 points Most recent by les_cameron February 19
• Tax wrapper comparison tool for trust clients

  198 views 0 comments 0 points Started by AngelaCam February 14
• New M&G Technical site

  190 views 0 comments 0 points Started by richallum February 12
• Lifetime Allowance Charge and MPAA problem

  178 views 4 comments 0 points Most recent by les_cameron February 9
• Onshore bond chargeable events and tax return requirements

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

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

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

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

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

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

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

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

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

  175 views 1 comment 0 points Most recent by les_cameron January 9