The Big Tent

• Illiquid holding in SIPP

  219 views 3 comments 0 points Most recent by TomLloyd_Read March 2024Technical stuff
• Income strategy/tax calculation

  167 views 2 comments 0 points Most recent by TomLloyd_Read March 2024Technical stuff
• Recycling PCLS

  156 views 1 comment 0 points Most recent by les_cameron March 2024Technical stuff
• R02 Support

  309 views 5 comments 0 points Most recent by Jen_Berwick March 2024CPD & Exams
• Trust tax rates 2024/25

  224 views 3 comments 0 points Most recent by les_cameron March 2024Technical stuff
• Residential NRB and houseboats/barges

  240 views 2 comments 0 points Most recent by Sean_Fernyhough March 2024Technical stuff
• Updating suitability templates for 2024/25

  248 views 3 comments 0 points Most recent by Gustavo_Fring March 2024General
• Furnished Holiday Lettings from April 2025

  142 views 2 comments 0 points Most recent by les_cameron March 2024Technical stuff
• Is this considered an "opt out" in regards to DB advice?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  169 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

  996 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

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

  1K views 5 comments 0 points Most recent by Calvert76 January 2024Technical stuff