Technical stuff

• DGT query

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  95 views 2 comments 0 points Most recent by smith February 2025
• Follow up to pensions & death Online Assembly

  114 views 8 comments 0 points Most recent by les_cameron February 2025
• Returning additional funds after annuity purchase

  96 views 3 comments 0 points Most recent by les_cameron February 2025
• Swiss pension

  56 views 0 comments 0 points Started by TomLloyd_Read February 2025
• Ask the Expert - Pensions with Gareth Davies, Scottish Widows

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

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

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

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

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

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

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

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

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

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

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

  105 views 1 comment 0 points Most recent by Wildparaplanner December 2024