PippaO

Discussions

• Pre/Post 31/10/24 CGT

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

  54 views 2 comments 0 points Most recent by les_cameron January 28Technical stuff
• Drawing taxable income from pension to fund WOL policy

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

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

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

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

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

  162 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