smith

Discussions

• the Pension Review

  105 views 2 comments 0 points Most recent by smith May 27Technical 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 31Technical stuff
• Tapered annual allowance

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

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

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

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

  107 views 1 comment 0 points Most recent by SA96 April 2025Technical 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 2025Technical stuff
• Salary sacrifice & Minimum Wage

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

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

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

  113 views 1 comment 0 points Most recent by richardgough July 2024Technical 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 2023Technical stuff
• Question for FE gurus

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

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