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Got a question about pensions, investments, tax & trusts, offshore or regulation? Please use a tag (e.g. pensions) to make it easier to find.
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DC to DC transfers, ill health and IHT (and IHT from 2027!)
114
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2
comments
0
points
Most recent by
les_cameron
January 2025
Transitional Tax-Free Cash again
123
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3
comments
0
points
Most recent by
les_cameron
January 2025
Transferrable RNRB - technical question
154
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7
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points
Most recent by
les_cameron
January 2025
Lasting Power of Attorney and Deprivation of Assets
116
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6
comments
0
points
Most recent by
TimMatthias
January 2025
Trusts, MPS and Investment Policy Statements
80
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1
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points
Most recent by
les_cameron
January 2025
Allowable expenses
114
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1
comment
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points
Most recent by
Wildparaplanner
December 2024
Drawing taxable income from pension to fund WOL policy
254
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8
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Most recent by
les_cameron
December 2024
Full transfer of GMP to a lifetime annuity
298
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10
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0
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Most recent by
Wildparaplanner
December 2024
Interaction of Loans, Gifts and CLTs
89
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3
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Most recent by
benjaminfabi
December 2024
People who took PCLS before the Budget and returned it using "cancellation rights"
465
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3
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0
points
Most recent by
benjaminfabi
December 2024
Canada Life pension transfer to the UK
118
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2
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Most recent by
les_cameron
December 2024
Joint whole of life on second death
209
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4
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Most recent by
GolfPutt21
December 2024
Cash ISAs for children - parental settlement?
106
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2
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Most recent by
benjaminfabi
November 2024
CGT - pre & post budget
168
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4
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Most recent by
benjaminfabi
November 2024
M&G wrapper comparison tool
135
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2
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Most recent by
smith
November 2024
Scheme Specific TFC and the new Lump Sum Allowance
378
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9
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Most recent by
les_cameron
November 2024
Budget October 2024 - Pensions and IHT
297
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6
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Most recent by
les_cameron
November 2024
SIPPs for non-uk residents
83
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1
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0
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Most recent by
SA96
October 2024
Reporting requirements for LSA & LSDBA
1.7K
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2
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Most recent by
les_cameron
October 2024
Consideration of the clients workplace pension
201
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3
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Most recent by
les_cameron
October 2024
Disproportionate bond gains
273
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6
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Most recent by
les_cameron
October 2024
Settlor's spouse/civil partner as beneficiary
127
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2
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0
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Most recent by
les_cameron
October 2024
Time Apportionment Relief
88
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4
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0
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Most recent by
les_cameron
September 2024
TTFAC - operational practice
88
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0
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0
points
Started by
benjaminfabi
September 2024
Enhanced Protection and Transitional Certificate
114
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3
comments
0
points
Most recent by
SA96
September 2024
Top Slice Gain & Top Slice Relief
163
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1
comment
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Most recent by
les_cameron
September 2024
LSA Reduction
108
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1
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Most recent by
les_cameron
September 2024
Lasting Power of Attorney investment decisions
389
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14
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Most recent by
GolfPutt21
September 2024
FSCS & offshore bonds
2.4K
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8
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Most recent by
HR246
September 2024
Will Trust - Moving into care home
304
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6
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Most recent by
les_cameron
August 2024
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