Technical stuff

• FSCS & offshore bonds

  2.3K views 8 comments 0 points Most recent by HR246 September 2024
• Will Trust - Moving into care home

  212 views 6 comments 0 points Most recent by les_cameron August 2024
• Trustees paying for the life cover of the settlor?

  95 views 2 comments 0 points Most recent by SA96 August 2024
• Exit charges in first ten years

  118 views 3 comments 0 points Most recent by les_cameron August 2024
• Calculating CGT on shares

  92 views 0 comments 0 points Started by caithall341 August 2024
• Scheme-specific lump sum protection — calculating a member’s entitlement

  327 views 4 comments 0 points Most recent by les_cameron August 2024
• Losing Enhanced Protection whilst legislation issues persist

  96 views 4 comments 0 points Most recent by Wildparaplanner August 2024
• Scheme-Specific Tax Free Cash

  168 views 5 comments 0 points Most recent by les_cameron July 2024
• TTFAC and previously taken SSPTFC

  58 views 1 comment 0 points Most recent by les_cameron July 2024
• Would this fall under DB transfer rules?

  111 views 4 comments 0 points Most recent by PeterM July 2024
• IPDI - tax treatment of portfolio

  132 views 3 comments 0 points Most recent by richardgough July 2024
• Proceeds from Trust wind up paid to minors - what can be done next?

  99 views 3 comments 0 points Most recent by benjaminfabi July 2024
• Ending IIP (IPDI) Trust within lifetime

  102 views 1 comment 0 points Most recent by richardgough July 2024
• Jointly owned property - co-habiting couple. IHT treatment on death.

  67 views 1 comment 0 points Most recent by les_cameron July 2024
• Gifts of deferred consideration - 7 year clock timing

  69 views 2 comments 0 points Most recent by PippaO July 2024
• Time Apportionment Relief

  120 views 3 comments 0 points Most recent by les_cameron July 2024
• New money to an existing Loan Trust and TRS requirements

  61 views 1 comment 0 points Most recent by les_cameron July 2024
• MPS and KIID document disclosure

  121 views 0 comments 0 points Started by Wildparaplanner July 2024
• TTFAC Calculation

  188 views 4 comments 0 points Most recent by MarkDevlin July 2024
• Buddy Transfer - One member missed the 12 month deadline

  76 views 3 comments 0 points Most recent by les_cameron July 2024
• Funding a Pension from an ISA

  196 views 3 comments 0 points Most recent by les_cameron July 2024
• The Transferable Nil Rate Band - Spouses

  122 views 2 comments 0 points Most recent by les_cameron July 2024
• Pension Contributions over the Annual Allowance

  99 views 2 comments 0 points Most recent by les_cameron July 2024
• Scottish Pension Tax Relief

  162 views 3 comments 0 points Most recent by BryceClark22 July 2024
• Enhanced Protection, LSDBA, uncrystallised and crystallised funds, death pre 75

  134 views 4 comments 0 points Most recent by Rebtix July 2024
• SSTFC

  122 views 2 comments 0 points Most recent by Sean_Fernyhough June 2024
• Replacing a bond without bring the capital into consideration for the local authority for care fees

  188 views 3 comments 0 points Most recent by les_cameron June 2024
• Transitional Tax Free Amount - specific case

  177 views 4 comments 0 points Most recent by LLB June 2024
• AIM shares and replacement property rules

  162 views 2 comments 0 points Most recent by TimMatthias June 2024
• Unmarried couple investing £300K. Doesn't feel right to me.

  200 views 2 comments 0 points Most recent by TimMatthias June 2024