Technical stuff

• Lasting Power of Attorney and Deprivation of Assets

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

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

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

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

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

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

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

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

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

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

  168 views 4 comments 0 points Most recent by benjaminfabi November 2024
• M&G wrapper comparison tool

  135 views 2 comments 0 points Most recent by smith November 2024
• Scheme Specific TFC and the new Lump Sum Allowance

  375 views 9 comments 0 points Most recent by les_cameron November 2024
• Budget October 2024 - Pensions and IHT

  296 views 6 comments 0 points Most recent by les_cameron November 2024
• SIPPs for non-uk residents

  83 views 1 comment 0 points Most recent by SA96 October 2024
• Reporting requirements for LSA & LSDBA

  1.7K views 2 comments 0 points Most recent by les_cameron October 2024
• Consideration of the clients workplace pension

  199 views 3 comments 0 points Most recent by les_cameron October 2024
• Disproportionate bond gains

  273 views 6 comments 0 points Most recent by les_cameron October 2024
• Settlor's spouse/civil partner as beneficiary

  125 views 2 comments 0 points Most recent by les_cameron October 2024
• Time Apportionment Relief

  87 views 4 comments 0 points Most recent by les_cameron September 2024
• TTFAC - operational practice

  88 views 0 comments 0 points Started by benjaminfabi September 2024
• Enhanced Protection and Transitional Certificate

  114 views 3 comments 0 points Most recent by SA96 September 2024
• Top Slice Gain & Top Slice Relief

  160 views 1 comment 0 points Most recent by les_cameron September 2024
• LSA Reduction

  107 views 1 comment 0 points Most recent by les_cameron September 2024
• Lasting Power of Attorney investment decisions

  386 views 14 comments 0 points Most recent by GolfPutt21 September 2024
• FSCS & offshore bonds

  2.4K views 8 comments 0 points Most recent by HR246 September 2024
• Will Trust - Moving into care home

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

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

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

  117 views 0 comments 0 points Started by caithall341 August 2024