sm2000p
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@Abrahaj said: For a retired person who is living on rental income and has done since 2015, whilst they can make a pension contribution of £3,600 for current tax year, can they carry forward the £3,600 per year from the last 3 years as they have …
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@Jona said: Just bumping this one. If there is anyone out there who is part of True Potential or Flying Colours that would be willing to have a brief but candid chat about the good, the bad and the ugly please could you drop me a DM? …
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@benjaminfabi said: Hi, Q7 https://www.pruadviser.co.uk/knowledge-literature/knowledge-library/discounted-gift-trust-qa/ It's never straightforward to end a DGT during the settlor's lifetime. If it was only set up six …
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@T_Smith said: Evening all, After some thoughts from the hive brain. We have an adviser who wishes (for some reason) to transfer a clients single line equities onto a platform to be held alongside the funds we run for them. …
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@arongunningham said: Has anyone had any experience or read articles on retirees passing age 75 having not taken PCLS. We have a client who doesn't need their pension at all, but I wonder if there's merit to drawing the PCLS before he dies…
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calibri 11
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I guess that before you decide upon the IHT position, the legality of the transactions that have taken place need to be verified. I suspect these two need legal advice first