Technical stuff

• Replacing a bond without bring the capital into consideration for the local authority for care fees

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

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

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

  204 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?

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

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

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

  168 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  108 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

  300 views 2 comments 0 points Most recent by LisaC March 2024