Technical stuff

• New money to an existing Loan Trust and TRS requirements

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

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

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

  87 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

  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

  176 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

  207 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.

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

  226 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?

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

  344 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

  217 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

  189 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

  903 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

  276 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

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

  231 views 3 comments 0 points Most recent by les_cameron April 2024