Technical stuff

• Budget October 2024 - Pensions and IHT

  293 views 6 comments 0 points Most recent by les_cameron November 2024
• SIPPs for non-uk residents

  81 views 1 comment 0 points Most recent by SA96 October 2024
• Reporting requirements for LSA & LSDBA

  557 views 2 comments 0 points Most recent by les_cameron October 2024
• Consideration of the clients workplace pension

  192 views 3 comments 0 points Most recent by les_cameron October 2024
• Disproportionate bond gains

  267 views 6 comments 0 points Most recent by les_cameron October 2024
• Settlor's spouse/civil partner as beneficiary

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

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

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

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

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

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

  372 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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  126 views 3 comments 0 points Most recent by les_cameron July 2024
• New money to an existing Loan Trust and TRS requirements

  68 views 1 comment 0 points Most recent by les_cameron July 2024
• MPS and KIID document disclosure

  154 views 0 comments 0 points Started by Wildparaplanner July 2024