Technical stuff

• Trust tax rates 2024/25

  198 views 3 comments 0 points Most recent by les_cameron March 2024
• Residential NRB and houseboats/barges

  191 views 2 comments 0 points Most recent by Sean_Fernyhough March 2024
• Furnished Holiday Lettings from April 2025

  127 views 2 comments 0 points Most recent by les_cameron March 2024
• Is this considered an "opt out" in regards to DB advice?

  168 views 0 comments 0 points Started by Wildparaplanner March 2024
• New LTA regime - pre-2006 DB with no relevant BCEs

  355 views 8 comments 0 points Most recent by les_cameron March 2024
• EIS, AIM and IHT query

  304 views 4 comments 0 points Most recent by Amy February 2024
• Carry Forward + Salary Sacrifice + Tapered Annual Allowance

  155 views 4 comments 0 points Most recent by Wildparaplanner February 2024
• Beneficiary's Drawdown

  242 views 9 comments 0 points Most recent by PeterM February 2024
• Disclosing Fixed Fees

  182 views 1 comment 0 points Most recent by benjaminfabi February 2024
• LSA / LSDBA transitional rules calculation

  708 views 18 comments 0 points Most recent by les_cameron February 2024
• Pension Term Assurance (PTA)

  166 views 4 comments 0 points Most recent by SA96 February 2024
• Judicial Pension Scheme (2022) / Adjusted Net Income

  197 views 3 comments 0 points Most recent by les_cameron February 2024
• New LSA and a disqualifying pension credit

  206 views 6 comments 0 points Most recent by les_cameron February 2024
• Tax wrapper comparison tool for trust clients

  204 views 0 comments 0 points Started by AngelaCam February 2024
• New M&G Technical site

  193 views 0 comments 0 points Started by richallum February 2024
• Lifetime Allowance Charge and MPAA problem

  181 views 4 comments 0 points Most recent by les_cameron February 2024
• Onshore bond chargeable events and tax return requirements

  141 views 2 comments 0 points Most recent by les_cameron February 2024
• Capital gains tax calculator

  697 views 5 comments 0 points Most recent by nickpick February 2024
• VAT and adviser charging

  548 views 6 comments 0 points Most recent by benjaminfabi January 2024
• Pre-2006 SSAS Death benefits

  118 views 5 comments 0 points Most recent by les_cameron January 2024
• Onshore vs Offshore Bonds - Investment Choice

  246 views 0 comments 0 points Started by HR246 January 2024
• Using part of crystallised drawdown pot to buy a fixed term annuity

  446 views 5 comments 0 points Most recent by Calvert76 January 2024
• Another LSDBA query (off back of defined benefits paperwork)

  131 views 1 comment 0 points Most recent by les_cameron January 2024
• Adviser Charges from a pension

  175 views 2 comments 0 points Most recent by benjaminfabi January 2024
• DB Transfers for people past Normal Retirement Age

  141 views 1 comment 0 points Most recent by les_cameron January 2024
• Bonds, Lives Assured & Insurable Interest

  209 views 1 comment 0 points Most recent by les_cameron January 2024
• DFMs and VAT

  242 views 1 comment 0 points Most recent by TomLloyd_Read January 2024
• New lifetime allowance technical notes from Prudential / M&G

  149 views 0 comments 0 points Started by richallum January 2024
• Pension Contributions Over 75

  163 views 1 comment 0 points Most recent by les_cameron December 2023
• NEW LTA Rules

  333 views 16 comments 0 points Most recent by les_cameron December 2023