Technical stuff

• AIM shares and replacement property rules

  211 views 5 comments 0 points Most recent by les_cameron December 2025
• TFC Recycling to fund spouse's pension

  71 views 5 comments 0 points Most recent by sch0501 December 2025
• Company-held Bonds/Gilts

  65 views 3 comments 0 points Most recent by GMRJM December 2025
• Enhanced Protection, Protected Tax Free Cash & LSA

  62 views 4 comments 0 points Most recent by les_cameron December 2025
• Budget

  149 views 9 comments 0 points Most recent by benjaminfabi December 2025
• Enhanced Protection with no protected lump sum?

  110 views 5 comments 0 points Most recent by PoppySheppard December 2025
• Tax relief query

  56 views 3 comments 0 points Most recent by Jimbo December 2025
• SSAS Asset Valuation - Accountant Question

  37 views 1 comment 0 points Most recent by benjaminfabi November 2025
• Protected Tax-Free Cash & No LSA Remaining

  106 views 5 comments 0 points Most recent by les_cameron November 2025
• IHT, Trusts, AIM and BR query!

  210 views 6 comments 0 points Most recent by Amy November 2025
• Annuity Protection - Proposed IHT Changes from 2027

  93 views 4 comments 0 points Most recent by les_cameron November 2025
• Block Transfer

  70 views 5 comments 0 points Most recent by les_cameron November 2025
• Annuity guaranteed period - non-qualifying beneficiaries

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

  331 views 21 comments 0 points Most recent by les_cameron November 2025
• TTFAC - Post 75 Crystallisation Event

  52 views 2 comments 0 points Most recent by les_cameron November 2025
• FSCS protection for UK based GIA within an offshore bond

  49 views 2 comments 0 points Most recent by Wildparaplanner November 2025
• Offshore Bond & Discretionary Management - Tax-deferred allowance?

  46 views 2 comments 0 points Most recent by les_cameron November 2025
• Crystallised Pension Transfer - Consolidation Possible?

  52 views 1 comment 0 points Most recent by les_cameron October 2025
• Tax free cash + Pension contributions

  147 views 18 comments 0 points Most recent by amarshall October 2025
• Tapered annual allowance

  56 views 2 comments 0 points Most recent by benjaminfabi October 2025
• Client with PTFC & Fixed Protection 2014

  69 views 1 comment 0 points Most recent by les_cameron October 2025
• LSA calculation query pre 2006

  115 views 9 comments 0 points Most recent by les_cameron October 2025
• SSAS - 'unallocated' contributions

  144 views 5 comments 0 points Most recent by les_cameron October 2025
• VAT and adviser charging

  963 views 10 comments 0 points Most recent by amelia_alices October 2025
• Annual allowance and carry forward

  95 views 4 comments 0 points Most recent by les_cameron October 2025
• excess pension commencement lump sum and MPAA

  55 views 4 comments 0 points Most recent by les_cameron September 2025
• Offshore Bond in Discretionary Trust - Taxation on Death

  73 views 4 comments 0 points Most recent by GMRJM September 2025
• Is this a capital purchase or spending from income?

  70 views 3 comments 0 points Most recent by les_cameron September 2025
• Normal Expenditure out of Income - ISA

  92 views 4 comments 0 points Most recent by LLB September 2025
• IHT from 2027 and insurable interest now

  82 views 2 comments 0 points Most recent by TomLloyd_Read September 2025