Technical stuff

• Drawing taxable income from pension to fund WOL policy

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  74 views 0 comments 0 points Started by benjaminfabi September 2024
• Enhanced Protection and Transitional Certificate

  105 views 3 comments 0 points Most recent by SA96 September 2024
• Top Slice Gain & Top Slice Relief

  123 views 1 comment 0 points Most recent by les_cameron September 2024
• LSA Reduction

  97 views 1 comment 0 points Most recent by les_cameron September 2024
• Lasting Power of Attorney investment decisions

  329 views 14 comments 0 points Most recent by GolfPutt21 September 2024
• FSCS & offshore bonds

  2.3K views 8 comments 0 points Most recent by HR246 September 2024
• Will Trust - Moving into care home

  231 views 6 comments 0 points Most recent by les_cameron August 2024
• Trustees paying for the life cover of the settlor?

  98 views 2 comments 0 points Most recent by SA96 August 2024
• Exit charges in first ten years

  119 views 3 comments 0 points Most recent by les_cameron August 2024
• Calculating CGT on shares

  94 views 0 comments 0 points Started by caithall341 August 2024
• Scheme-specific lump sum protection — calculating a member’s entitlement

  331 views 4 comments 0 points Most recent by les_cameron August 2024
• Losing Enhanced Protection whilst legislation issues persist

  102 views 4 comments 0 points Most recent by Wildparaplanner August 2024
• Scheme-Specific Tax Free Cash

  170 views 5 comments 0 points Most recent by les_cameron July 2024