benjaminfabi

Discussions

• Taking FAD to create income to gift

  102 views 3 comments 0 points Most recent by les_cameron July 3Technical stuff
• RNRB and annuity guarantee periods

  89 views 3 comments 0 points Most recent by benjaminfabi June 30Technical stuff
• Time tracking software

  152 views 4 comments 0 points Most recent by davidhewitt April 22Outsourced & freelance paraplanners
• Annuity guaranteed period - non-qualifying beneficiaries

  75 views 6 comments 0 points Most recent by les_cameron November 2025Technical stuff
• Is this a capital purchase or spending from income?

  81 views 3 comments 0 points Most recent by les_cameron September 2025Technical stuff
• IHT Annual Exemption - when is it used?

  113 views 6 comments 0 points Most recent by Wildparaplanner July 2025Technical stuff
• PFS withdrawn member access to study texts?

  207 views 10 comments 0 points Most recent by Andy_Schleider July 2025CPD & Exams
• Changes to scheme specific tax free cash - May 2025 ?

  487 views 21 comments 0 points Most recent by les_cameron November 2025Technical stuff
• Teachers' Pension Scheme - PIAs

  171 views 4 comments 0 points Most recent by les_cameron May 2025Technical stuff
• Tax consequences of spousal transfers

  318 views 13 comments 0 points Most recent by les_cameron April 2025Technical stuff
• Pensions and IHT - what is a 'transfer'?

  102 views 4 comments 0 points Most recent by benjaminfabi January 2025Technical stuff
• Cash ISAs for children - parental settlement?

  106 views 2 comments 0 points Most recent by benjaminfabi November 2024Technical stuff
• Budget October 2024 - Pensions and IHT

  297 views 6 comments 0 points Most recent by les_cameron November 2024Technical stuff
• TTFAC - operational practice

  88 views 0 comments 0 points Started by benjaminfabi September 2024 Technical stuff
• Exit charges in first ten years

  130 views 3 comments 0 points Most recent by les_cameron August 2024Technical stuff
• TTFAC and QROPS repatriation

  234 views 3 comments 0 points Most recent by les_cameron April 2024Technical stuff
• TTFAC and pre-commencement pensions

  706 views 14 comments 0 points Most recent by SA96 April 2024Technical stuff
• Trust tax rates 2024/25

  224 views 3 comments 0 points Most recent by les_cameron March 2024Technical stuff
• New LSA and a disqualifying pension credit

  232 views 6 comments 0 points Most recent by les_cameron February 2024Technical stuff
• Pre-2006 SSAS Death benefits

  125 views 5 comments 0 points Most recent by les_cameron January 2024Technical stuff
• Scheme Specific TFC and the new Lump Sum Allowance

  377 views 9 comments 0 points Most recent by les_cameron November 2024Technical stuff
• Will beneficiary FAD be taxed as income or not?

  221 views 2 comments 0 points Most recent by benjaminfabi October 2023Technical stuff
• Scheme Specific PCLS - brain hurting

  164 views 5 comments 0 points Most recent by benjaminfabi October 2023Technical stuff
• Onshore Bond - Corporate owner

  113 views 1 comment 0 points Most recent by les_cameron August 2023Products & providers
• Professional Paraplanner CPD

  137 views 0 comments 0 points Started by benjaminfabi January 2023 CPD & Exams
• Mifid transaction costs

  127 views 2 comments 0 points Most recent by benjaminfabi December 2022Technical stuff
• Defaqto Engage Research Panels

  137 views 0 comments 0 points Started by benjaminfabi June 2022 Technology & IT
• Moved: DGT tax on death of settlor - Technical Question

  Closed 1 view 0 comments 0 points Started by benjaminfabi December 2021 Technology & IT
• Forum etiquette

  Announcement 1.1K views 0 comments 0 points Started by benjaminfabi December 2019 General
• IHT on PLA and Whole of Life

  245 views 3 comments 0 points Most recent by parawhat July 2019Technical stuff
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