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smith
About
Username
smith
Joined
April 2022
Visits
185
Last Active
June 15
Roles
Member
Activity
Discussions
18
Comments
21
Discussions
the Pension Review
105
views
2
comments
0
points
Most recent by
smith
May 27
Technical stuff
Updating suitability templates for 2026/27
106
views
0
comments
0
points
Started by
smith
March 31
General
Gift out of discretionary trust into bare trust
202
views
5
comments
0
points
Most recent by
les_cameron
March 31
Technical stuff
Tapered annual allowance
63
views
2
comments
0
points
Most recent by
benjaminfabi
October 2025
Technical stuff
Stand alone lump sum & MPAA
67
views
3
comments
0
points
Most recent by
les_cameron
August 2025
Technical stuff
Partial and Full bond surrenders
96
views
2
comments
0
points
Most recent by
smith
August 2025
Technical stuff
Bond in Vulnerable trust
64
views
2
comments
0
points
Most recent by
les_cameron
July 2025
Technical stuff
Reduction in relief for AIM
107
views
1
comment
0
points
Most recent by
SA96
April 2025
Technical stuff
Valuations
76
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 2025
Technical stuff
Salary sacrifice & Minimum Wage
99
views
2
comments
0
points
Most recent by
smith
February 2025
Technical stuff
M&G wrapper comparison tool
129
views
2
comments
0
points
Most recent by
smith
November 2024
Technical stuff
CGT - pre & post budget
159
views
4
comments
0
points
Most recent by
benjaminfabi
November 2024
Technical stuff
Ending IIP (IPDI) Trust within lifetime
113
views
1
comment
0
points
Most recent by
richardgough
July 2024
Technical stuff
Queues on IO
145
views
0
comments
0
points
Started by
smith
February 2023
Technology & IT
Cost disclosures
262
views
2
comments
0
points
Most recent by
benjaminfabi
February 2023
Technical stuff
Question for FE gurus
448
views
6
comments
0
points
Most recent by
Nath
November 2022
Paraplanning tips & tricks
Skills Matrix
152
views
0
comments
0
points
Started by
smith
September 2022
Team leaders & managers