The Big Tent

• Is this considered an "opt out" in regards to DB advice?

  174 views 0 comments 0 points Started by Wildparaplanner March 2024 Technical stuff
• AF8 - Referencing

  621 views 1 comment 0 points Most recent by LHR301 March 2024CPD & Exams
• New LTA regime - pre-2006 DB with no relevant BCEs

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

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

  176 views 4 comments 0 points Most recent by Wildparaplanner February 2024Technical stuff
• AF1 and AF4 hardcopy

  335 views 2 comments 0 points Most recent by Inna February 2024CPD & Exams
• Beneficiary's Drawdown

  257 views 9 comments 0 points Most recent by PeterM February 2024Technical stuff
• Joint or 2x single SRs?

  176 views 1 comment 0 points Most recent by benjaminfabi February 2024General
• Disclosing Fixed Fees

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  417 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