Technical stuff

• Trustees paying for the life cover of the settlor?

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

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

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

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

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

  172 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?

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

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

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

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

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

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

  124 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

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

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

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

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

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

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

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

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

  128 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

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

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

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

  216 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?

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

  339 views 10 comments 0 points Most recent by MothiusManius June 2024