The Big Tent

• Onshore bond chargeable events and tax return requirements

  149 views 2 comments 0 points Most recent by les_cameron February 2024Technical stuff
• New Lifetime Allowance webinar

  248 views 3 comments 0 points Most recent by Hamblett February 2024CPD & Exams
• Capital gains tax calculator

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

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

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

  759 views 5 comments 0 points Most recent by Calvert76 January 2024Technical stuff
• R05 Question RE IHT

  371 views 5 comments 0 points Most recent by benjaminfabi January 2024CPD & Exams
• Another LSDBA query (off back of defined benefits paperwork)

  137 views 1 comment 0 points Most recent by les_cameron January 2024Technical stuff
• Transfer into a SSAS

  281 views 5 comments 0 points Most recent by amarshall January 2024Products & providers
• Adviser Charges from a pension

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

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

  320 views 1 comment 0 points Most recent by les_cameron January 2024Technical stuff
• BTS Study Guide vs CII Textbook

  383 views 1 comment 0 points Most recent by LuizaBTS January 2024CPD & Exams
• New lifetime allowance technical notes from Prudential / M&G

  153 views 0 comments 0 points Started by richallum January 2024 Technical stuff
• AF Exams 2023 - Simultaneous AF study

  789 views 11 comments 0 points Most recent by PeterM December 2023CPD & Exams
• Pension Contributions Over 75

  167 views 1 comment 0 points Most recent by les_cameron December 2023Technical stuff
• NEW LTA Rules

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

  164 views 1 comment 0 points Most recent by les_cameron December 2023Technical stuff
• Cash Management Services/Platforms

  414 views 10 comments 0 points Most recent by MothiusManius December 2023Products & providers
• Trustee Bank Account?

  186 views 2 comments 0 points Most recent by SA96 December 2023Products & providers
• Investments for B-Corp company

  131 views 3 comments 0 points Most recent by TimMatthias December 2023General
• PEP and Sanctions Checks for new clients

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

  311 views 1 comment 0 points Most recent by les_cameron November 2023Technical stuff
• Offshore 'Pensions'

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

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

  70 views 0 comments 0 points Started by Benc4032 November 2023 Technical stuff
• AF4 revision course

  275 views 3 comments 0 points Most recent by StephenS1990 November 2023CPD & Exams
• AF5 - February 2024

  174 views 1 comment 0 points Most recent by leroyle November 2023CPD & Exams
• CFA Certificate in ESG Investing

  154 views 2 comments 0 points Most recent by leroyle November 2023CPD & Exams
• Scheme-specific Tax Free Cash Entitlement

  126 views 2 comments 0 points Most recent by Paulrobo10 November 2023Technical stuff