Technical stuff

• People who took PCLS before the Budget and returned it using "cancellation rights"

  462 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

  204 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

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

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

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

  294 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

  1.5K views 2 comments 0 points Most recent by les_cameron October 2024
• Consideration of the clients workplace pension

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

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

  124 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

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

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

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

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

  382 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

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

  111 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

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

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

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

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

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

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

  217 views 3 comments 0 points Most recent by richardgough July 2024