Technical stuff

• Phased Drawdown Calculator

  149 views 4 comments 0 points Most recent by ruthiebusybee March 2025
• Carried interest

  81 views 0 comments 0 points Started by LiliS March 2025
• Missing base costs for CGT

  153 views 2 comments 0 points Most recent by richallum March 2025
• Phased Surrender of Offshore Investment Bonds

  103 views 4 comments 0 points Most recent by CharlieSmithson March 2025
• Offshore bond surrender - tax calc method check...

  134 views 5 comments 0 points Most recent by les_cameron March 2025
• Taking out a partial annuity

  102 views 1 comment 0 points Most recent by les_cameron February 2025
• Salary sacrifice & Minimum Wage

  105 views 2 comments 0 points Most recent by smith February 2025
• Follow up to pensions & death Online Assembly

  126 views 8 comments 0 points Most recent by les_cameron February 2025
• Returning additional funds after annuity purchase

  107 views 3 comments 0 points Most recent by les_cameron February 2025
• Swiss pension

  64 views 0 comments 0 points Started by TomLloyd_Read February 2025
• Ask the Expert - Pensions with Gareth Davies, Scottish Widows

  99 views 2 comments 0 points Most recent by GarethDavies February 2025
• Ask the Expert - Protection with Jon Hall, Scottish Widows

  191 views 8 comments 0 points Most recent by Wildparaplanner February 2025
• Drawdown to drawdown transfers and stakeholder discounting rules

  123 views 3 comments 0 points Most recent by benjaminfabi February 2025
• Pre/Post 31/10/24 CGT

  70 views 3 comments 0 points Most recent by PippaO February 2025
• Tax Free cash, LTA and Protection

  196 views 8 comments 0 points Most recent by Nathan January 2025
• Pensions and IHT - what is a 'transfer'?

  97 views 4 comments 0 points Most recent by benjaminfabi January 2025
• DC to DC transfers, ill health and IHT (and IHT from 2027!)

  105 views 2 comments 0 points Most recent by les_cameron January 2025
• Transitional Tax-Free Cash again

  118 views 3 comments 0 points Most recent by les_cameron January 2025
• Transferrable RNRB - technical question

  152 views 7 comments 0 points Most recent by les_cameron January 2025
• Lasting Power of Attorney and Deprivation of Assets

  110 views 6 comments 0 points Most recent by TimMatthias January 2025
• Trusts, MPS and Investment Policy Statements

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

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

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

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

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

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

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

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

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

  164 views 4 comments 0 points Most recent by benjaminfabi November 2024