The Big Tent

• Joint or 2x single SRs?

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

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

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

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

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

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

  200 views 0 comments 0 points Started by AngelaCam February 2024 Technical stuff
• New M&G Technical site

  191 views 0 comments 0 points Started by richallum February 2024 Technical stuff
• Lifetime Allowance Charge and MPAA problem

  179 views 4 comments 0 points Most recent by les_cameron February 2024Technical stuff
• Onshore bond chargeable events and tax return requirements

  139 views 2 comments 0 points Most recent by les_cameron February 2024Technical stuff
• New Lifetime Allowance webinar

  239 views 3 comments 0 points Most recent by Hamblett February 2024CPD & Exams
• Capital gains tax calculator

  670 views 5 comments 0 points Most recent by nickpick February 2024Technical stuff
• VAT and adviser charging

  456 views 6 comments 0 points Most recent by benjaminfabi January 2024Technical stuff
• Pre-2006 SSAS Death benefits

  116 views 5 comments 0 points Most recent by les_cameron January 2024Technical stuff
• Onshore vs Offshore Bonds - Investment Choice

  231 views 0 comments 0 points Started by HR246 January 2024 Technical stuff
• Using part of crystallised drawdown pot to buy a fixed term annuity

  378 views 5 comments 0 points Most recent by Calvert76 January 2024Technical stuff
• R05 Question RE IHT

  277 views 5 comments 0 points Most recent by benjaminfabi January 2024CPD & Exams
• Another LSDBA query (off back of defined benefits paperwork)

  129 views 1 comment 0 points Most recent by les_cameron January 2024Technical stuff
• Transfer into a SSAS

  229 views 5 comments 0 points Most recent by amarshall January 2024Products & providers
• Adviser Charges from a pension

  171 views 2 comments 0 points Most recent by benjaminfabi January 2024Technical stuff
• DB Transfers for people past Normal Retirement Age

  138 views 1 comment 0 points Most recent by les_cameron January 2024Technical stuff
• Bonds, Lives Assured & Insurable Interest

  183 views 1 comment 0 points Most recent by les_cameron January 2024Technical stuff
• DFMs and VAT

  223 views 1 comment 0 points Most recent by TomLloyd_Read January 2024Technical stuff
• BTS Study Guide vs CII Textbook

  325 views 1 comment 0 points Most recent by LuizaBTS January 2024CPD & Exams
• New lifetime allowance technical notes from Prudential / M&G

  148 views 0 comments 0 points Started by richallum January 2024 Technical stuff
• AF Exams 2023 - Simultaneous AF study

  699 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

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

  369 views 10 comments 0 points Most recent by MothiusManius December 2023Products & providers