Technical stuff

• Tax wrapper comparison tool for trust clients

  231 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
• Lifetime Allowance Charge and MPAA problem

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

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

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

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

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

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

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

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

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

  371 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

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

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

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

  90 views 1 comment 0 points Most recent by Steven_McBurnie November 2023
• Bond Owner different to Life Assured Considerations

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

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

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

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

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

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

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

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

  139 views 3 comments 0 points Most recent by amarshall September 2023
• Scheme Specific Tax-Free Cash Query with new LTA regimes

  153 views 4 comments 0 points Most recent by les_cameron September 2023
• LTA / Small Pots & max PCLS

  181 views 7 comments 0 points Most recent by les_cameron September 2023
• Bond Surrenders and Spousal Exemptions

  254 views 3 comments 0 points Most recent by les_cameron September 2023
• State Benefits

  457 views 5 comments 0 points Most recent by les_cameron September 2023