Technical stuff

• Replacing a bond without bring the capital into consideration for the local authority for care fees

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

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

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

  218 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?

  195 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
• Pensions Transfers and IHT

  199 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

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

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

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

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

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

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

  132 views 0 comments 0 points Started by PeterM May 2024
• Chain of title - resigning trustee and appointing new trustees

  266 views 9 comments 0 points Most recent by les_cameron May 2024
• IHT planning and LPAs

  161 views 1 comment 0 points Most recent by les_cameron May 2024
• SIPP provider that facilitates charity contributions via payroll?

  187 views 2 comments 0 points Most recent by richardgough May 2024
• Bare Trust Taxation

  178 views 2 comments 0 points Most recent by Sean_Fernyhough April 2024
• TTFAC and QROPS repatriation

  222 views 3 comments 0 points Most recent by les_cameron April 2024
• Trusts for vulnerable beneficiaries

  208 views 2 comments 0 points Most recent by Sean_Fernyhough April 2024
• Cost Comparisons / OCF & Transaction Cost

  203 views 2 comments 0 points Most recent by Colin1980 April 2024
• Partial Drawdown Transfers to Purchase a Lifetime Annuity

  905 views 7 comments 0 points Most recent by les_cameron April 2024
• VCTs - Ongoing Advice Fees?

  445 views 3 comments 0 points Most recent by benjaminfabi April 2024
• Settlor/trustee without capacity

  117 views 1 comment 0 points Most recent by les_cameron April 2024
• Pension Contribution Over 75's

  360 views 5 comments 0 points Most recent by katielockyer April 2024
• TTFAC and pre-commencement pensions

  695 views 14 comments 0 points Most recent by SA96 April 2024
• Added property to a relevant property trust - treatment at next 10 year anniversary

  116 views 3 comments 0 points Most recent by les_cameron April 2024
• Enhanced Protection query

  165 views 1 comment 0 points Most recent by les_cameron April 2024
• Pre A Day Benefits

  304 views 2 comments 0 points Most recent by LisaC March 2024