PippaO

Discussions

• CRBOT

  56 views 1 comment 0 points Most recent by les_cameron May 14Technical stuff
• SSAS - 'unallocated' contributions

  215 views 5 comments 0 points Most recent by les_cameron October 2025Technical stuff
• Relevant Property Trusts and periodic charges (post 6 April 2026)

  96 views 6 comments 0 points Most recent by les_cameron June 2025Technical stuff
• DGT query

  213 views 7 comments 0 points Most recent by les_cameron April 2025Technical stuff
• Overseas Transfer Allowance

  68 views 1 comment 0 points Most recent by les_cameron March 2025Technical stuff
• Pre/Post 31/10/24 CGT

  69 views 3 comments 0 points Most recent by PippaO February 2025Technical stuff
• DC to DC transfers, ill health and IHT (and IHT from 2027!)

  99 views 2 comments 0 points Most recent by les_cameron January 2025Technical stuff
• Drawing taxable income from pension to fund WOL policy

  233 views 8 comments 0 points Most recent by les_cameron December 2024Technical stuff
• Gifts of deferred consideration - 7 year clock timing

  82 views 2 comments 0 points Most recent by PippaO July 2024Technical stuff
• FCA SDR (Sustainability Disclosure Requirements) / Anti-Greenwashing rule - ESG portfolios

  158 views 0 comments 0 points Started by PippaO May 2024 Technical stuff
• Another LSDBA query (off back of defined benefits paperwork)

  149 views 1 comment 0 points Most recent by les_cameron January 2024Technical stuff
• LSA / LSDBA transitional rules calculation

  755 views 18 comments 0 points Most recent by les_cameron February 2024Technical stuff
• Offshore bond withdrawal strategy

  184 views 4 comments 0 points Most recent by amarshall November 2023Technical stuff
• US 401K plans

  138 views 3 comments 0 points Most recent by amarshall September 2023Technical stuff