Technical stuff

• LSA / LSDBA transitional rules calculation

  745 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

  214 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

  225 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

  190 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

  946 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

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

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

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

  193 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

  326 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

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

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

  164 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
• Bond Owner different to Life Assured Considerations

  317 views 1 comment 0 points Most recent by les_cameron November 2023
• Offshore 'Pensions'

  99 views 1 comment 0 points Most recent by richallum November 2023
• Offshore bond withdrawal strategy

  173 views 4 comments 0 points Most recent by amarshall November 2023
• DFM proposes using a professional fund for a retail client - issues and thoughts?

  70 views 0 comments 0 points Started by Benc4032 November 2023
• Scheme-specific Tax Free Cash Entitlement

  127 views 2 comments 0 points Most recent by Paulrobo10 November 2023
• Scheme Specific PCLS - brain hurting

  154 views 5 comments 0 points Most recent by benjaminfabi October 2023
• Will beneficiary FAD be taxed as income or not?

  211 views 2 comments 0 points Most recent by benjaminfabi October 2023
• when is a pension transfer effected

  115 views 1 comment 0 points Most recent by richardgough September 2023
• US 401K plans

  135 views 3 comments 0 points Most recent by amarshall September 2023