Technical stuff

• Rules of Intestacy

  138 views 2 comments 0 points Most recent by Jen_Berwick March 2024
• Illiquid holding in SIPP

  201 views 3 comments 0 points Most recent by TomLloyd_Read March 2024
• Income strategy/tax calculation

  152 views 2 comments 0 points Most recent by TomLloyd_Read March 2024
• Recycling PCLS

  145 views 1 comment 0 points Most recent by les_cameron March 2024
• Trust tax rates 2024/25

  202 views 3 comments 0 points Most recent by les_cameron March 2024
• Residential NRB and houseboats/barges

  209 views 2 comments 0 points Most recent by Sean_Fernyhough March 2024
• Furnished Holiday Lettings from April 2025

  128 views 2 comments 0 points Most recent by les_cameron March 2024
• Is this considered an "opt out" in regards to DB advice?

  171 views 0 comments 0 points Started by Wildparaplanner March 2024
• New LTA regime - pre-2006 DB with no relevant BCEs

  374 views 8 comments 0 points Most recent by les_cameron March 2024
• EIS, AIM and IHT query

  311 views 4 comments 0 points Most recent by Amy February 2024
• Carry Forward + Salary Sacrifice + Tapered Annual Allowance

  164 views 4 comments 0 points Most recent by Wildparaplanner February 2024
• Beneficiary's Drawdown

  246 views 9 comments 0 points Most recent by PeterM February 2024
• Disclosing Fixed Fees

  185 views 1 comment 0 points Most recent by benjaminfabi February 2024
• LSA / LSDBA transitional rules calculation

  738 views 18 comments 0 points Most recent by les_cameron February 2024
• Pension Term Assurance (PTA)

  182 views 4 comments 0 points Most recent by SA96 February 2024
• Judicial Pension Scheme (2022) / Adjusted Net Income

  208 views 3 comments 0 points Most recent by les_cameron February 2024
• New LSA and a disqualifying pension credit

  219 views 6 comments 0 points Most recent by les_cameron February 2024
• Tax wrapper comparison tool for trust clients

  220 views 0 comments 0 points Started by AngelaCam February 2024
• New M&G Technical site

  196 views 0 comments 0 points Started by richallum February 2024
• Lifetime Allowance Charge and MPAA problem

  186 views 4 comments 0 points Most recent by les_cameron February 2024
• Onshore bond chargeable events and tax return requirements

  147 views 2 comments 0 points Most recent by les_cameron February 2024
• Capital gains tax calculator

  872 views 5 comments 0 points Most recent by nickpick February 2024
• Pre-2006 SSAS Death benefits

  120 views 5 comments 0 points Most recent by les_cameron January 2024
• Onshore vs Offshore Bonds - Investment Choice

  282 views 0 comments 0 points Started by HR246 January 2024
• Using part of crystallised drawdown pot to buy a fixed term annuity

  718 views 5 comments 0 points Most recent by Calvert76 January 2024
• Another LSDBA query (off back of defined benefits paperwork)

  136 views 1 comment 0 points Most recent by les_cameron January 2024
• Adviser Charges from a pension

  187 views 2 comments 0 points Most recent by benjaminfabi January 2024
• DB Transfers for people past Normal Retirement Age

  159 views 1 comment 0 points Most recent by les_cameron January 2024
• Bonds, Lives Assured & Insurable Interest

  306 views 1 comment 0 points Most recent by les_cameron January 2024
• New lifetime allowance technical notes from Prudential / M&G

  152 views 0 comments 0 points Started by richallum January 2024