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Income strategy/tax calculation
130
views
2
comments
0
points
Most recent by
TomLloyd_Read
March 15
Technical stuff
Recycling PCLS
111
views
1
comment
0
points
Most recent by
les_cameron
March 14
Technical stuff
R02 Support
176
views
5
comments
0
points
Most recent by
Jen_Berwick
March 14
CPD & Exams
Trust tax rates 2024/25
156
views
3
comments
0
points
Most recent by
les_cameron
March 11
Technical stuff
Residential NRB and houseboats/barges
138
views
2
comments
0
points
Most recent by
Sean_Fernyhough
March 8
Technical stuff
Updating suitability templates for 2024/25
169
views
3
comments
0
points
Most recent by
Gustavo_Fring
March 8
General
Furnished Holiday Lettings from April 2025
103
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2
comments
0
points
Most recent by
les_cameron
March 7
Technical stuff
Platform & Investment Research
140
views
0
comments
0
points
Started by
Sam_T
March 7
Technology & IT
Is this considered an "opt out" in regards to DB advice?
149
views
0
comments
0
points
Started by
Wildparaplanner
March 6
Technical stuff
AF8 - Referencing
295
views
1
comment
0
points
Most recent by
LHR301
March 4
CPD & Exams
New LTA regime - pre-2006 DB with no relevant BCEs
220
views
8
comments
0
points
Most recent by
les_cameron
March 1
Technical stuff
Are you a team leader or manager?
1.3K
views
39
comments
0
points
Most recent by
jonathanrider
February 28
Team leaders & managers
EIS, AIM and IHT query
286
views
4
comments
0
points
Most recent by
Amy
February 28
Technical stuff
Carry Forward + Salary Sacrifice + Tapered Annual Allowance
108
views
4
comments
0
points
Most recent by
Wildparaplanner
February 28
Technical stuff
AF1 and AF4 hardcopy
190
views
2
comments
0
points
Most recent by
Inna
February 27
CPD & Exams
Beneficiary's Drawdown
197
views
9
comments
0
points
Most recent by
PeterM
February 26
Technical stuff
Joint or 2x single SRs?
140
views
1
comment
0
points
Most recent by
benjaminfabi
February 22
General
Disclosing Fixed Fees
154
views
1
comment
0
points
Most recent by
benjaminfabi
February 22
Technical stuff
LSA / LSDBA transitional rules calculation
447
views
18
comments
0
points
Most recent by
les_cameron
February 22
Technical stuff
Pension Term Assurance (PTA)
137
views
4
comments
0
points
Most recent by
SA96
February 21
Technical stuff
Judicial Pension Scheme (2022) / Adjusted Net Income
146
views
3
comments
0
points
Most recent by
les_cameron
February 19
Technical stuff
New LSA and a disqualifying pension credit
143
views
6
comments
0
points
Most recent by
les_cameron
February 19
Technical stuff
Tax wrapper comparison tool for trust clients
145
views
0
comments
0
points
Started by
AngelaCam
February 14
Technical stuff
New M&G Technical site
172
views
0
comments
0
points
Started by
richallum
February 12
Technical stuff
Lifetime Allowance Charge and MPAA problem
164
views
4
comments
0
points
Most recent by
les_cameron
February 9
Technical stuff
Onshore bond chargeable events and tax return requirements
123
views
2
comments
0
points
Most recent by
les_cameron
February 5
Technical stuff
New Lifetime Allowance webinar
219
views
3
comments
0
points
Most recent by
Hamblett
February 2
CPD & Exams
Capital gains tax calculator
588
views
5
comments
0
points
Most recent by
nickpick
February 1
Technical stuff
VAT and adviser charging
212
views
6
comments
0
points
Most recent by
benjaminfabi
January 31
Technical stuff
Pre-2006 SSAS Death benefits
105
views
5
comments
0
points
Most recent by
les_cameron
January 31
Technical stuff
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