Technical stuff

• Scottish Pension Tax Relief

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

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

  129 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

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

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

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

  219 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

  340 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

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

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

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

  313 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

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

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

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

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

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

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

  209 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

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

  450 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

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

  700 views 14 comments 0 points Most recent by SA96 April 2024