PippaO

Discussions

• Drawing taxable income from pension to fund WOL policy

  92 views 8 comments 0 points Most recent by les_cameron December 13Technical stuff
• Gifts of deferred consideration - 7 year clock timing

  56 views 2 comments 0 points Most recent by PippaO July 29Technical stuff
• FCA SDR (Sustainability Disclosure Requirements) / Anti-Greenwashing rule - ESG portfolios

  133 views 0 comments 0 points Started by PippaO May 29 Technical stuff
• Another LSDBA query (off back of defined benefits paperwork)

  129 views 1 comment 0 points Most recent by les_cameron January 22Technical stuff
• LSA / LSDBA transitional rules calculation

  698 views 18 comments 0 points Most recent by les_cameron February 22Technical stuff
• Offshore bond withdrawal strategy

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

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