The Big Tent

• Trust tax rates 2024/25

  191 views 3 comments 0 points Most recent by les_cameron March 11Technical stuff
• Residential NRB and houseboats/barges

  173 views 2 comments 0 points Most recent by Sean_Fernyhough March 8Technical stuff
• Updating suitability templates for 2024/25

  213 views 3 comments 0 points Most recent by Gustavo_Fring March 8General
• Furnished Holiday Lettings from April 2025

  122 views 2 comments 0 points Most recent by les_cameron March 7Technical stuff
• Is this considered an "opt out" in regards to DB advice?

  166 views 0 comments 0 points Started by Wildparaplanner March 6 Technical stuff
• AF8 - Referencing

  407 views 1 comment 0 points Most recent by LHR301 March 4CPD & Exams
• New LTA regime - pre-2006 DB with no relevant BCEs

  332 views 8 comments 0 points Most recent by les_cameron March 1Technical stuff
• EIS, AIM and IHT query

  302 views 4 comments 0 points Most recent by Amy February 28Technical stuff
• Carry Forward + Salary Sacrifice + Tapered Annual Allowance

  150 views 4 comments 0 points Most recent by Wildparaplanner February 28Technical stuff
• AF1 and AF4 hardcopy

  253 views 2 comments 0 points Most recent by Inna February 27CPD & Exams
• Beneficiary's Drawdown

  237 views 9 comments 0 points Most recent by PeterM February 26Technical stuff
• Joint or 2x single SRs?

  159 views 1 comment 0 points Most recent by benjaminfabi February 22General
• Disclosing Fixed Fees

  175 views 1 comment 0 points Most recent by benjaminfabi February 22Technical stuff
• LSA / LSDBA transitional rules calculation

  691 views 18 comments 0 points Most recent by les_cameron February 22Technical stuff
• Pension Term Assurance (PTA)

  159 views 4 comments 0 points Most recent by SA96 February 21Technical stuff
• Judicial Pension Scheme (2022) / Adjusted Net Income

  187 views 3 comments 0 points Most recent by les_cameron February 19Technical stuff
• New LSA and a disqualifying pension credit

  192 views 6 comments 0 points Most recent by les_cameron February 19Technical stuff
• Tax wrapper comparison tool for trust clients

  196 views 0 comments 0 points Started by AngelaCam February 14 Technical stuff
• New M&G Technical site

  189 views 0 comments 0 points Started by richallum February 12 Technical stuff
• Lifetime Allowance Charge and MPAA problem

  177 views 4 comments 0 points Most recent by les_cameron February 9Technical stuff
• Onshore bond chargeable events and tax return requirements

  139 views 2 comments 0 points Most recent by les_cameron February 5Technical stuff
• New Lifetime Allowance webinar

  236 views 3 comments 0 points Most recent by Hamblett February 2CPD & Exams
• Capital gains tax calculator

  644 views 5 comments 0 points Most recent by nickpick February 1Technical stuff
• VAT and adviser charging

  400 views 6 comments 0 points Most recent by benjaminfabi January 31Technical stuff
• Pre-2006 SSAS Death benefits

  114 views 5 comments 0 points Most recent by les_cameron January 31Technical stuff
• Onshore vs Offshore Bonds - Investment Choice

  214 views 0 comments 0 points Started by HR246 January 29 Technical stuff
• Using part of crystallised drawdown pot to buy a fixed term annuity

  344 views 5 comments 0 points Most recent by Calvert76 January 27Technical stuff
• R05 Question RE IHT

  260 views 5 comments 0 points Most recent by benjaminfabi January 27CPD & Exams
• Another LSDBA query (off back of defined benefits paperwork)

  129 views 1 comment 0 points Most recent by les_cameron January 22Technical stuff
• Transfer into a SSAS

  224 views 5 comments 0 points Most recent by amarshall January 22Products & providers