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New LSA and a disqualifying pension credit
189
views
6
comments
0
points
Most recent by
les_cameron
February 19
Technical stuff
Tax wrapper comparison tool for trust clients
191
views
0
comments
0
points
Started by
AngelaCam
February 14
Technical stuff
New M&G Technical site
188
views
0
comments
0
points
Started by
richallum
February 12
Technical stuff
Lifetime Allowance Charge and MPAA problem
175
views
4
comments
0
points
Most recent by
les_cameron
February 9
Technical stuff
Onshore bond chargeable events and tax return requirements
137
views
2
comments
0
points
Most recent by
les_cameron
February 5
Technical stuff
New Lifetime Allowance webinar
235
views
3
comments
0
points
Most recent by
Hamblett
February 2
CPD & Exams
Capital gains tax calculator
634
views
5
comments
0
points
Most recent by
nickpick
February 1
Technical stuff
VAT and adviser charging
374
views
6
comments
0
points
Most recent by
benjaminfabi
January 31
Technical stuff
Pre-2006 SSAS Death benefits
113
views
5
comments
0
points
Most recent by
les_cameron
January 31
Technical stuff
Onshore vs Offshore Bonds - Investment Choice
197
views
0
comments
0
points
Started by
HR246
January 29
Technical stuff
Using part of crystallised drawdown pot to buy a fixed term annuity
330
views
5
comments
0
points
Most recent by
Calvert76
January 27
Technical stuff
R05 Question RE IHT
251
views
5
comments
0
points
Most recent by
benjaminfabi
January 27
CPD & Exams
Another LSDBA query (off back of defined benefits paperwork)
128
views
1
comment
0
points
Most recent by
les_cameron
January 22
Technical stuff
Transfer into a SSAS
220
views
5
comments
0
points
Most recent by
amarshall
January 22
Products & providers
Adviser Charges from a pension
165
views
2
comments
0
points
Most recent by
benjaminfabi
January 19
Technical stuff
DB Transfers for people past Normal Retirement Age
136
views
1
comment
0
points
Most recent by
les_cameron
January 16
Technical stuff
Bonds, Lives Assured & Insurable Interest
154
views
1
comment
0
points
Most recent by
les_cameron
January 9
Technical stuff
DFMs and VAT
185
views
1
comment
0
points
Most recent by
TomLloyd_Read
January 5
Technical stuff
BTS Study Guide vs CII Textbook
300
views
1
comment
0
points
Most recent by
LuizaBTS
January 3
CPD & Exams
New lifetime allowance technical notes from Prudential / M&G
147
views
0
comments
0
points
Started by
richallum
January 3
Technical stuff
Scheme Specific TFC and the new Lump Sum Allowance
175
views
2
comments
0
points
Most recent by
benjaminfabi
December 2023
Technical stuff
AF Exams 2023 - Simultaneous AF study
673
views
11
comments
0
points
Most recent by
PeterM
December 2023
CPD & Exams
Pension Contributions Over 75
160
views
1
comment
0
points
Most recent by
les_cameron
December 2023
Technical stuff
NEW LTA Rules
331
views
16
comments
0
points
Most recent by
les_cameron
December 2023
Technical stuff
L&G Fixed Term Retirement Plan - LTA query
149
views
1
comment
0
points
Most recent by
les_cameron
December 2023
Technical stuff
Cash Management Services/Platforms
361
views
10
comments
0
points
Most recent by
MothiusManius
December 2023
Products & providers
Trustee Bank Account?
152
views
2
comments
0
points
Most recent by
SA96
December 2023
Products & providers
Investments for B-Corp company
119
views
3
comments
0
points
Most recent by
TimMatthias
December 2023
General
PEP and Sanctions Checks for new clients
83
views
1
comment
0
points
Most recent by
Steven_McBurnie
November 2023
Technical stuff
Bond Owner different to Life Assured Considerations
188
views
1
comment
0
points
Most recent by
les_cameron
November 2023
Technical stuff
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