smith

Discussions

• the Pension Review

  114 views 2 comments 0 points Most recent by smith May 27Technical stuff
• Updating suitability templates for 2026/27

  112 views 0 comments 0 points Started by smith March 31 General
• Gift out of discretionary trust into bare trust

  209 views 5 comments 0 points Most recent by les_cameron March 31Technical stuff
• Tapered annual allowance

  63 views 2 comments 0 points Most recent by benjaminfabi October 2025Technical stuff
• Stand alone lump sum & MPAA

  69 views 3 comments 0 points Most recent by les_cameron August 2025Technical stuff
• Partial and Full bond surrenders

  97 views 2 comments 0 points Most recent by smith August 2025Technical stuff
• Bond in Vulnerable trust

  68 views 2 comments 0 points Most recent by les_cameron July 2025Technical stuff
• Reduction in relief for AIM

  109 views 1 comment 0 points Most recent by SA96 April 2025Technical stuff
• Valuations

  77 views 0 comments 0 points Started by smith April 2025 General
• Offshore bond surrender - tax calc method check...

  133 views 5 comments 0 points Most recent by les_cameron March 2025Technical stuff
• Salary sacrifice & Minimum Wage

  102 views 2 comments 0 points Most recent by smith February 2025Technical stuff
• M&G wrapper comparison tool

  131 views 2 comments 0 points Most recent by smith November 2024Technical stuff
• CGT - pre & post budget

  163 views 4 comments 0 points Most recent by benjaminfabi November 2024Technical stuff
• Ending IIP (IPDI) Trust within lifetime

  114 views 1 comment 0 points Most recent by richardgough July 2024Technical stuff
• Queues on IO

  146 views 0 comments 0 points Started by smith February 2023 Technology & IT
• Cost disclosures

  265 views 2 comments 0 points Most recent by benjaminfabi February 2023Technical stuff
• Question for FE gurus

  450 views 6 comments 0 points Most recent by Nath November 2022Paraplanning tips & tricks
• Skills Matrix

  153 views 0 comments 0 points Started by smith September 2022 Team leaders & managers