sentinel555
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Sorry, I misread your post. If the trustees pay tax, it has already been taxed. They can't be double-taxed on it. But you should still look into the option of a policy-loan if it is available. As always, it just defers tax until a more favourable da…
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If they incur a chargeable gain, then yes. Depends what their marginal tax-band is rate. So yes, they could get hammered. Is a policy loan still an option ?
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bondCALC has just undergone a major update. Primarily this is a bug-fix update, which fixes numerous issues, but with the following enhancements: * Increased built-in security * Streamlined generation of PDF documents that are more printer-fri…
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Hi there, just to add to my last comment. Some of those old Executive Pensions have some really cryptic clauses and conditions. I recommend you go over them with a fine tooth-comb. I assume it is just invested in insured funds. Check for GAR's, guar…
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I would speak to Aviva first and see if you get any joy out of them. Unless it is a really old pre-87 or pre-89 scheme with large Tax-Free Cash benefits, just transfer it to a PP and save all the hassle.
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Hi Jamie, That particular issue should hopefully be resolved now. It was only affecting a few random cases, so it took a bit of time to figure out. However, you should be able to over-write previous values now. I also made some other minor adjust…
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I'll sort this out ASAP.
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Hi, the invidion site is back and has been resurrected at the new address: https://www.invidion.uk/