Technical stuff

• Fund Charges

  198 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?

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

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

  190 views 7 comments 0 points Most recent by Kelly June 2024
• Onshore Bond in Trust. Trustee moved to USA.

  166 views 3 comments 0 points Most recent by TimMatthias June 2024
• EIS, VCT & BR

  208 views 3 comments 0 points Most recent by BhanuVekria June 2024
• FCA SDR (Sustainability Disclosure Requirements) / Anti-Greenwashing rule - ESG portfolios

  147 views 0 comments 0 points Started by PippaO May 2024
• Trustee Bank Accounts

  207 views 2 comments 0 points Most recent by MothiusManius May 2024
• Borrowing for Business Relief investment

  181 views 1 comment 0 points Most recent by les_cameron May 2024
• Centralised Retirement Propositions (CRP)

  287 views 3 comments 0 points Most recent by richallum May 2024
• Centralised Investment Proposition (CIP) Creation

  886 views 8 comments 0 points Most recent by richallum May 2024
• Annuity for a dependant child

  125 views 0 comments 0 points Started by PeterM May 2024
• Chain of title - resigning trustee and appointing new trustees

  255 views 9 comments 0 points Most recent by les_cameron May 2024
• IHT planning and LPAs

  152 views 1 comment 0 points Most recent by les_cameron May 2024
• SIPP provider that facilitates charity contributions via payroll?

  183 views 2 comments 0 points Most recent by richardgough May 2024
• Bare Trust Taxation

  168 views 2 comments 0 points Most recent by Sean_Fernyhough April 2024
• TTFAC and QROPS repatriation

  215 views 3 comments 0 points Most recent by les_cameron April 2024
• Trusts for vulnerable beneficiaries

  201 views 2 comments 0 points Most recent by Sean_Fernyhough April 2024
• Cost Comparisons / OCF & Transaction Cost

  198 views 2 comments 0 points Most recent by Colin1980 April 2024
• Partial Drawdown Transfers to Purchase a Lifetime Annuity

  729 views 7 comments 0 points Most recent by les_cameron April 2024
• VCTs - Ongoing Advice Fees?

  397 views 3 comments 0 points Most recent by benjaminfabi April 2024
• Settlor/trustee without capacity

  114 views 1 comment 0 points Most recent by les_cameron April 2024
• Pension Contribution Over 75's

  352 views 5 comments 0 points Most recent by katielockyer April 2024
• TTFAC and pre-commencement pensions

  667 views 14 comments 0 points Most recent by SA96 April 2024
• Added property to a relevant property trust - treatment at next 10 year anniversary

  107 views 3 comments 0 points Most recent by les_cameron April 2024
• Enhanced Protection query

  162 views 1 comment 0 points Most recent by les_cameron April 2024
• Pre A Day Benefits

  298 views 2 comments 0 points Most recent by LisaC March 2024
• IHT Calculations involving bonds

  282 views 1 comment 0 points Most recent by richardgough March 2024
• Transitional Tax-Free Cash

  266 views 6 comments 0 points Most recent by les_cameron March 2024
• Scheme specific tax-free cash protection and tax free lump sums

  247 views 3 comments 0 points Most recent by les_cameron March 2024