Technical stuff

• Trust tax rates 2024/25

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  153 views 0 comments 0 points Started by richallum January 2024
• Pension Contributions Over 75

  175 views 1 comment 0 points Most recent by les_cameron December 2023
• NEW LTA Rules

  343 views 16 comments 0 points Most recent by les_cameron December 2023
• L&G Fixed Term Retirement Plan - LTA query

  165 views 1 comment 0 points Most recent by les_cameron December 2023
• PEP and Sanctions Checks for new clients

  87 views 1 comment 0 points Most recent by Steven_McBurnie November 2023