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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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DC to DC transfers, ill health and IHT (and IHT from 2027!)
97
views
2
comments
0
points
Most recent by
les_cameron
January 2025
Transitional Tax-Free Cash again
108
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3
comments
0
points
Most recent by
les_cameron
January 2025
Transferrable RNRB - technical question
145
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7
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points
Most recent by
les_cameron
January 2025
Lasting Power of Attorney and Deprivation of Assets
104
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6
comments
0
points
Most recent by
TimMatthias
January 2025
Trusts, MPS and Investment Policy Statements
70
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1
comment
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points
Most recent by
les_cameron
January 2025
Allowable expenses
108
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1
comment
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points
Most recent by
Wildparaplanner
December 2024
Drawing taxable income from pension to fund WOL policy
221
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8
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Most recent by
les_cameron
December 2024
Full transfer of GMP to a lifetime annuity
244
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10
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points
Most recent by
Wildparaplanner
December 2024
Interaction of Loans, Gifts and CLTs
80
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3
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Most recent by
benjaminfabi
December 2024
People who took PCLS before the Budget and returned it using "cancellation rights"
448
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3
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0
points
Most recent by
benjaminfabi
December 2024
Canada Life pension transfer to the UK
114
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2
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Most recent by
les_cameron
December 2024
Joint whole of life on second death
182
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4
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Most recent by
GolfPutt21
December 2024
Cash ISAs for children - parental settlement?
95
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2
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Most recent by
benjaminfabi
November 2024
CGT - pre & post budget
156
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4
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Most recent by
benjaminfabi
November 2024
M&G wrapper comparison tool
127
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2
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Most recent by
smith
November 2024
Scheme Specific TFC and the new Lump Sum Allowance
363
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9
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Most recent by
les_cameron
November 2024
Budget October 2024 - Pensions and IHT
289
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6
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Most recent by
les_cameron
November 2024
SIPPs for non-uk residents
78
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1
comment
0
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Most recent by
SA96
October 2024
Reporting requirements for LSA & LSDBA
107
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2
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Most recent by
les_cameron
October 2024
Consideration of the clients workplace pension
174
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3
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Most recent by
les_cameron
October 2024
Disproportionate bond gains
261
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6
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Most recent by
les_cameron
October 2024
Settlor's spouse/civil partner as beneficiary
106
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2
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0
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Most recent by
les_cameron
October 2024
Time Apportionment Relief
84
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4
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0
points
Most recent by
les_cameron
September 2024
TTFAC - operational practice
76
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0
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0
points
Started by
benjaminfabi
September 2024
Enhanced Protection and Transitional Certificate
105
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3
comments
0
points
Most recent by
SA96
September 2024
Top Slice Gain & Top Slice Relief
135
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1
comment
0
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Most recent by
les_cameron
September 2024
LSA Reduction
99
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1
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Most recent by
les_cameron
September 2024
Lasting Power of Attorney investment decisions
345
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14
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0
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Most recent by
GolfPutt21
September 2024
FSCS & offshore bonds
2.3K
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8
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Most recent by
HR246
September 2024
Will Trust - Moving into care home
241
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6
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Most recent by
les_cameron
August 2024
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