Technical stuff

• 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

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

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

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

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

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

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

  299 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?

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

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

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

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

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

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

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

  225 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?

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

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

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

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

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

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

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

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

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

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

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

  206 views 0 comments 0 points Started by richallum February 2024