Technical stuff

• Company-held Bonds/Gilts

  48 views 3 comments 0 points Most recent by GMRJM December 9
• Enhanced Protection, Protected Tax Free Cash & LSA

  54 views 4 comments 0 points Most recent by les_cameron December 9
• Budget

  129 views 9 comments 0 points Most recent by benjaminfabi December 8
• Enhanced Protection with no protected lump sum?

  104 views 5 comments 0 points Most recent by PoppySheppard December 4
• Tax relief query

  46 views 3 comments 0 points Most recent by Jimbo December 1
• SSAS Asset Valuation - Accountant Question

  35 views 1 comment 0 points Most recent by benjaminfabi November 26
• Protected Tax-Free Cash & No LSA Remaining

  103 views 5 comments 0 points Most recent by les_cameron November 25
• IHT, Trusts, AIM and BR query!

  205 views 6 comments 0 points Most recent by Amy November 21
• Annuity Protection - Proposed IHT Changes from 2027

  87 views 4 comments 0 points Most recent by les_cameron November 12
• Block Transfer

  67 views 5 comments 0 points Most recent by les_cameron November 6
• Annuity guaranteed period - non-qualifying beneficiaries

  55 views 6 comments 0 points Most recent by les_cameron November 5
• Changes to scheme specific tax free cash - May 2025 ?

  321 views 21 comments 0 points Most recent by les_cameron November 4
• TTFAC - Post 75 Crystallisation Event

  50 views 2 comments 0 points Most recent by les_cameron November 4
• FSCS protection for UK based GIA within an offshore bond

  43 views 2 comments 0 points Most recent by Wildparaplanner November 4
• Offshore Bond & Discretionary Management - Tax-deferred allowance?

  43 views 2 comments 0 points Most recent by les_cameron November 3
• Crystallised Pension Transfer - Consolidation Possible?

  49 views 1 comment 0 points Most recent by les_cameron October 29
• Tax free cash + Pension contributions

  146 views 18 comments 0 points Most recent by amarshall October 27
• Tapered annual allowance

  53 views 2 comments 0 points Most recent by benjaminfabi October 22
• Client with PTFC & Fixed Protection 2014

  67 views 1 comment 0 points Most recent by les_cameron October 22
• LSA calculation query pre 2006

  113 views 9 comments 0 points Most recent by les_cameron October 17
• SSAS - 'unallocated' contributions

  127 views 5 comments 0 points Most recent by les_cameron October 15
• VAT and adviser charging

  947 views 10 comments 0 points Most recent by amelia_alices October 14
• Annual allowance and carry forward

  95 views 4 comments 0 points Most recent by les_cameron October 1
• excess pension commencement lump sum and MPAA

  55 views 4 comments 0 points Most recent by les_cameron September 30
• Offshore Bond in Discretionary Trust - Taxation on Death

  70 views 4 comments 0 points Most recent by GMRJM September 24
• Is this a capital purchase or spending from income?

  69 views 3 comments 0 points Most recent by les_cameron September 17
• Normal Expenditure out of Income - ISA

  89 views 4 comments 0 points Most recent by LLB September 16
• IHT from 2027 and insurable interest now

  81 views 2 comments 0 points Most recent by TomLloyd_Read September 10
• DIM and Agent as Client

  63 views 1 comment 0 points Most recent by benjaminfabi September 4
• QROPS and TTFAC

  239 views 9 comments 0 points Most recent by TomLloyd_Read August 29