The Big Tent

• Disclosing Fixed Fees

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  96 views 1 comment 0 points Most recent by Steven_McBurnie November 2023Technical stuff