Technical stuff

• Proceeds from Trust wind up paid to minors - what can be done next?

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

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

  80 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

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

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

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

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

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

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

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

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

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

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

  133 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

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

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

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

  227 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?

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

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

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

  173 views 3 comments 0 points Most recent by TimMatthias June 2024
• EIS, VCT & BR

  219 views 3 comments 0 points Most recent by BhanuVekria June 2024
• FCA SDR (Sustainability Disclosure Requirements) / Anti-Greenwashing rule - ESG portfolios

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

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

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

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

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

  140 views 0 comments 0 points Started by PeterM May 2024