The Big Tent

• 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

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

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

  428 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

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

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

  263 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

  228 views 5 comments 0 points Most recent by amarshall January 22Products & providers
• Adviser Charges from a pension

  170 views 2 comments 0 points Most recent by benjaminfabi January 19Technical stuff
• DB Transfers for people past Normal Retirement Age

  137 views 1 comment 0 points Most recent by les_cameron January 16Technical stuff
• Bonds, Lives Assured & Insurable Interest

  175 views 1 comment 0 points Most recent by les_cameron January 9Technical stuff
• DFMs and VAT

  212 views 1 comment 0 points Most recent by TomLloyd_Read January 5Technical stuff
• BTS Study Guide vs CII Textbook

  322 views 1 comment 0 points Most recent by LuizaBTS January 3CPD & Exams
• New lifetime allowance technical notes from Prudential / M&G

  147 views 0 comments 0 points Started by richallum January 3 Technical stuff
• AF Exams 2023 - Simultaneous AF study

  689 views 11 comments 0 points Most recent by PeterM December 2023CPD & Exams
• Pension Contributions Over 75

  161 views 1 comment 0 points Most recent by les_cameron December 2023Technical stuff
• NEW LTA Rules

  332 views 16 comments 0 points Most recent by les_cameron December 2023Technical stuff
• L&G Fixed Term Retirement Plan - LTA query

  151 views 1 comment 0 points Most recent by les_cameron December 2023Technical stuff
• Cash Management Services/Platforms

  366 views 10 comments 0 points Most recent by MothiusManius December 2023Products & providers
• Trustee Bank Account?

  155 views 2 comments 0 points Most recent by SA96 December 2023Products & providers
• Investments for B-Corp company

  120 views 3 comments 0 points Most recent by TimMatthias December 2023General
• PEP and Sanctions Checks for new clients

  84 views 1 comment 0 points Most recent by Steven_McBurnie November 2023Technical stuff
• Bond Owner different to Life Assured Considerations

  219 views 1 comment 0 points Most recent by les_cameron November 2023Technical stuff
• Offshore 'Pensions'

  84 views 1 comment 0 points Most recent by richallum November 2023Technical stuff
• Offshore bond withdrawal strategy

  159 views 4 comments 0 points Most recent by amarshall November 2023Technical stuff
• DFM proposes using a professional fund for a retail client - issues and thoughts?

  63 views 0 comments 0 points Started by Benc4032 November 2023 Technical stuff
• AF4 revision course

  226 views 3 comments 0 points Most recent by StephenS1990 November 2023CPD & Exams
• AF5 - February 2024

  157 views 1 comment 0 points Most recent by leroyle November 2023CPD & Exams