Technical stuff

• 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

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

  106 views 1 comment 0 points Most recent by Wildparaplanner December 2024
• Drawing taxable income from pension to fund WOL policy

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

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

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

  445 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?

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

  155 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

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

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

  76 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

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

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

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

  83 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

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

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

  335 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

  234 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