Technical stuff

• TTFAC Calculation

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

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

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

  137 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

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

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

  132 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

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

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

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

  224 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?

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

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

  204 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

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

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

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

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

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

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

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

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

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

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

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

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

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

  208 views 2 comments 0 points Most recent by Colin1980 April 2024