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Updating suitability templates for 2024/25
198
views
3
comments
0
points
Most recent by
Gustavo_Fring
March 8
General
Furnished Holiday Lettings from April 2025
114
views
2
comments
0
points
Most recent by
les_cameron
March 7
Technical stuff
Platform & Investment Research
159
views
0
comments
0
points
Started by
Sam_T
March 7
Technology & IT
Is this considered an "opt out" in regards to DB advice?
160
views
0
comments
0
points
Started by
Wildparaplanner
March 6
Technical stuff
AF8 - Referencing
346
views
1
comment
0
points
Most recent by
LHR301
March 4
CPD & Exams
New LTA regime - pre-2006 DB with no relevant BCEs
285
views
8
comments
0
points
Most recent by
les_cameron
March 1
Technical stuff
EIS, AIM and IHT query
296
views
4
comments
0
points
Most recent by
Amy
February 28
Technical stuff
Carry Forward + Salary Sacrifice + Tapered Annual Allowance
132
views
4
comments
0
points
Most recent by
Wildparaplanner
February 28
Technical stuff
AF1 and AF4 hardcopy
227
views
2
comments
0
points
Most recent by
Inna
February 27
CPD & Exams
Beneficiary's Drawdown
216
views
9
comments
0
points
Most recent by
PeterM
February 26
Technical stuff
Joint or 2x single SRs?
152
views
1
comment
0
points
Most recent by
benjaminfabi
February 22
General
Disclosing Fixed Fees
169
views
1
comment
0
points
Most recent by
benjaminfabi
February 22
Technical stuff
LSA / LSDBA transitional rules calculation
604
views
18
comments
0
points
Most recent by
les_cameron
February 22
Technical stuff
Pension Term Assurance (PTA)
150
views
4
comments
0
points
Most recent by
SA96
February 21
Technical stuff
Judicial Pension Scheme (2022) / Adjusted Net Income
171
views
3
comments
0
points
Most recent by
les_cameron
February 19
Technical stuff
New LSA and a disqualifying pension credit
170
views
6
comments
0
points
Most recent by
les_cameron
February 19
Technical stuff
Tax wrapper comparison tool for trust clients
167
views
0
comments
0
points
Started by
AngelaCam
February 14
Technical stuff
New M&G Technical site
184
views
0
comments
0
points
Started by
richallum
February 12
Technical stuff
Lifetime Allowance Charge and MPAA problem
171
views
4
comments
0
points
Most recent by
les_cameron
February 9
Technical stuff
Onshore bond chargeable events and tax return requirements
132
views
2
comments
0
points
Most recent by
les_cameron
February 5
Technical stuff
New Lifetime Allowance webinar
228
views
3
comments
0
points
Most recent by
Hamblett
February 2
CPD & Exams
Capital gains tax calculator
617
views
5
comments
0
points
Most recent by
nickpick
February 1
Technical stuff
VAT and adviser charging
296
views
6
comments
0
points
Most recent by
benjaminfabi
January 31
Technical stuff
Pre-2006 SSAS Death benefits
111
views
5
comments
0
points
Most recent by
les_cameron
January 31
Technical stuff
Onshore vs Offshore Bonds - Investment Choice
149
views
0
comments
0
points
Started by
HR246
January 29
Technical stuff
Using part of crystallised drawdown pot to buy a fixed term annuity
280
views
5
comments
0
points
Most recent by
Calvert76
January 27
Technical stuff
R05 Question RE IHT
225
views
5
comments
0
points
Most recent by
benjaminfabi
January 27
CPD & Exams
Another LSDBA query (off back of defined benefits paperwork)
125
views
1
comment
0
points
Most recent by
les_cameron
January 22
Technical stuff
Transfer into a SSAS
206
views
5
comments
0
points
Most recent by
amarshall
January 22
Products & providers
Adviser Charges from a pension
161
views
2
comments
0
points
Most recent by
benjaminfabi
January 19
Technical stuff
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