Technical stuff

• Exit charges in first ten years

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  127 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

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

  182 views 4 comments 0 points Most recent by LLB June 2024
• Unmarried couple investing £300K. Doesn't feel right to me.

  203 views 2 comments 0 points Most recent by TimMatthias June 2024
• Fund Charges

  213 views 4 comments 0 points Most recent by Wildparaplanner June 2024
• Clients who are using the pension for IHT - When do you take the lump sum?

  193 views 1 comment 0 points Most recent by les_cameron June 2024
• Transitional Tax Free Amount enquiry for specific client case

  338 views 10 comments 0 points Most recent by MothiusManius June 2024
• Pensions Transfers and IHT

  194 views 7 comments 0 points Most recent by Kelly June 2024