Technical stuff

• Pensions Transfers and IHT

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

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

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

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

  217 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)

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

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

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

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

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

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

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

  221 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

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

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

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

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

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

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

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

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

  303 views 2 comments 0 points Most recent by LisaC March 2024
• IHT Calculations involving bonds

  317 views 1 comment 0 points Most recent by richardgough March 2024
• Transitional Tax-Free Cash

  271 views 6 comments 0 points Most recent by les_cameron March 2024
• Scheme specific tax-free cash protection and tax free lump sums

  252 views 3 comments 0 points Most recent by les_cameron March 2024
• Equalisation Payment & LTA / LTA Charge

  127 views 0 comments 0 points Started by fredboiii95 March 2024
• Adding a class of beneficiary to an existing trust

  290 views 4 comments 0 points Most recent by les_cameron March 2024
• Relevant earnings for Pension contributions

  156 views 1 comment 0 points Most recent by les_cameron March 2024