Technical stuff

• Trusts for vulnerable beneficiaries

  214 views 2 comments 0 points Most recent by Sean_Fernyhough April 2024
• Cost Comparisons / OCF & Transaction Cost

  209 views 2 comments 0 points Most recent by Colin1980 April 2024
• Partial Drawdown Transfers to Purchase a Lifetime Annuity

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

  456 views 3 comments 0 points Most recent by benjaminfabi April 2024
• Settlor/trustee without capacity

  118 views 1 comment 0 points Most recent by les_cameron April 2024
• Pension Contribution Over 75's

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

  703 views 14 comments 0 points Most recent by SA96 April 2024
• Added property to a relevant property trust - treatment at next 10 year anniversary

  117 views 3 comments 0 points Most recent by les_cameron April 2024
• Enhanced Protection query

  166 views 1 comment 0 points Most recent by les_cameron April 2024
• Pre A Day Benefits

  310 views 2 comments 0 points Most recent by LisaC March 2024
• IHT Calculations involving bonds

  346 views 1 comment 0 points Most recent by richardgough March 2024
• Transitional Tax-Free Cash

  278 views 6 comments 0 points Most recent by les_cameron March 2024
• Scheme specific tax-free cash protection and tax free lump sums

  262 views 3 comments 0 points Most recent by les_cameron March 2024
• Equalisation Payment & LTA / LTA Charge

  136 views 0 comments 0 points Started by fredboiii95 March 2024
• Adding a class of beneficiary to an existing trust

  312 views 4 comments 0 points Most recent by les_cameron March 2024
• Relevant earnings for Pension contributions

  159 views 1 comment 0 points Most recent by les_cameron March 2024
• McCloud Remedy - What to contribute?

  241 views 2 comments 0 points Most recent by Sean_Fernyhough March 2024
• Enhanced tax-free cash query

  315 views 8 comments 0 points Most recent by SA96 March 2024
• Rules of Intestacy

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

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

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

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

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

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

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

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

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

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

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

  262 views 9 comments 0 points Most recent by PeterM February 2024