Technical stuff

• Settlor's spouse/civil partner as beneficiary

  112 views 2 comments 0 points Most recent by les_cameron October 2024
• Time Apportionment Relief

  86 views 4 comments 0 points Most recent by les_cameron September 2024
• TTFAC - operational practice

  82 views 0 comments 0 points Started by benjaminfabi September 2024
• Enhanced Protection and Transitional Certificate

  108 views 3 comments 0 points Most recent by SA96 September 2024
• Top Slice Gain & Top Slice Relief

  143 views 1 comment 0 points Most recent by les_cameron September 2024
• LSA Reduction

  100 views 1 comment 0 points Most recent by les_cameron September 2024
• Lasting Power of Attorney investment decisions

  353 views 14 comments 0 points Most recent by GolfPutt21 September 2024
• FSCS & offshore bonds

  2.4K views 8 comments 0 points Most recent by HR246 September 2024
• Will Trust - Moving into care home

  267 views 6 comments 0 points Most recent by les_cameron August 2024
• Trustees paying for the life cover of the settlor?

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

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

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

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

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

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

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

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

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

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

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

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

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

  125 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

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

  196 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

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

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

  106 views 2 comments 0 points Most recent by les_cameron July 2024