The Big Tent

• Equalisation Payment & LTA / LTA Charge

  111 views 0 comments 0 points Started by fredboiii95 March 2024 Technical stuff
• Opportunity for a Freelance Paraplanner

  723 views 1 comment 0 points Most recent by Joleneg March 2024Outsourced & freelance paraplanners
• Outsourced Paraplanning Support Required - questions to ask

  401 views 2 comments 0 points Most recent by Joleneg March 2024Outsourced & freelance paraplanners
• Adding a class of beneficiary to an existing trust

  225 views 4 comments 0 points Most recent by les_cameron March 2024Technical stuff
• Relevant earnings for Pension contributions

  149 views 1 comment 0 points Most recent by les_cameron March 2024Technical stuff
• McCloud Remedy - What to contribute?

  227 views 2 comments 0 points Most recent by Sean_Fernyhough March 2024Technical stuff
• Enhanced tax-free cash query

  291 views 8 comments 0 points Most recent by SA96 March 2024Technical stuff
• Rules of Intestacy

  137 views 2 comments 0 points Most recent by Jen_Berwick March 2024Technical stuff
• Illiquid holding in SIPP

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  203 views 0 comments 0 points Started by AngelaCam February 2024 Technical stuff