Technical stuff

• 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

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

  332 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

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

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

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

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

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

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

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

  205 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

  992 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

  319 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)

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

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

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

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

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

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

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

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

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

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

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

  189 views 4 comments 0 points Most recent by amarshall November 2023