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Got a question about pensions, investments, tax & trusts, offshore or regulation? Please use a tag (e.g. pensions) to make it easier to find.
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Standalone Lump Sum Payment
115
views
1
comment
0
points
Most recent by
les_cameron
April 2025
Tax consequences of spousal transfers
315
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13
comments
0
points
Most recent by
les_cameron
April 2025
Partial Annuity - MPAA
113
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2
comments
0
points
Most recent by
les_cameron
March 2025
Gifts out of surplus income
356
views
11
comments
0
points
Most recent by
amelia1983
March 2025
Overseas Transfer Allowance
77
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1
comment
0
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Most recent by
les_cameron
March 2025
Phased Drawdown Calculator
153
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4
comments
0
points
Most recent by
ruthiebusybee
March 2025
Carried interest
83
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0
comments
0
points
Started by
LiliS
March 2025
Missing base costs for CGT
155
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2
comments
0
points
Most recent by
richallum
March 2025
Phased Surrender of Offshore Investment Bonds
104
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4
comments
0
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Most recent by
CharlieSmithson
March 2025
Offshore bond surrender - tax calc method check...
134
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5
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0
points
Most recent by
les_cameron
March 2025
Taking out a partial annuity
108
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1
comment
0
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Most recent by
les_cameron
February 2025
Salary sacrifice & Minimum Wage
107
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2
comments
0
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Most recent by
smith
February 2025
Follow up to pensions & death Online Assembly
131
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8
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0
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Most recent by
les_cameron
February 2025
Returning additional funds after annuity purchase
109
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3
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0
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Most recent by
les_cameron
February 2025
Swiss pension
67
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0
comments
0
points
Started by
TomLloyd_Read
February 2025
Ask the Expert - Pensions with Gareth Davies, Scottish Widows
100
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2
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Most recent by
GarethDavies
February 2025
Ask the Expert - Protection with Jon Hall, Scottish Widows
193
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8
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Most recent by
Wildparaplanner
February 2025
Drawdown to drawdown transfers and stakeholder discounting rules
125
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3
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0
points
Most recent by
benjaminfabi
February 2025
Pre/Post 31/10/24 CGT
72
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3
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0
points
Most recent by
PippaO
February 2025
Tax Free cash, LTA and Protection
200
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8
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0
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Most recent by
Nathan
January 2025
Pensions and IHT - what is a 'transfer'?
100
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4
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0
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Most recent by
benjaminfabi
January 2025
DC to DC transfers, ill health and IHT (and IHT from 2027!)
107
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2
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0
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Most recent by
les_cameron
January 2025
Transitional Tax-Free Cash again
120
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3
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0
points
Most recent by
les_cameron
January 2025
Transferrable RNRB - technical question
153
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7
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0
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Most recent by
les_cameron
January 2025
Lasting Power of Attorney and Deprivation of Assets
112
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6
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0
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Most recent by
TimMatthias
January 2025
Trusts, MPS and Investment Policy Statements
79
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1
comment
0
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Most recent by
les_cameron
January 2025
Allowable expenses
114
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1
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0
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Most recent by
Wildparaplanner
December 2024
Drawing taxable income from pension to fund WOL policy
249
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8
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0
points
Most recent by
les_cameron
December 2024
Full transfer of GMP to a lifetime annuity
288
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10
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0
points
Most recent by
Wildparaplanner
December 2024
Interaction of Loans, Gifts and CLTs
87
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3
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0
points
Most recent by
benjaminfabi
December 2024
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