The Big Tent

• Joint or 2x single SRs?

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

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

  753 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

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

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

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

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

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

  156 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

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

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

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

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

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

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

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

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

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

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

  412 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

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

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

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

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

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

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

  137 views 3 comments 0 points Most recent by TimMatthias December 2023General