Technical stuff

• Illiquid holding in SIPP

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  1K views 5 comments 0 points Most recent by Calvert76 January 2024
• Another LSDBA query (off back of defined benefits paperwork)

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

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

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

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

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

  185 views 1 comment 0 points Most recent by les_cameron December 2023