Technical stuff

• Loans to beneficiaries

  48 views 3 comments 0 points Most recent by Colinstewart76 April 10
• Gift out of discretionary trust into bare trust

  118 views 5 comments 0 points Most recent by les_cameron March 31
• Bond Chargeable Gain Query

  174 views 9 comments 0 points Most recent by Colinstewart76 March 30
• HMRC Clearance on pension transfer

  90 views 3 comments 0 points Most recent by TomLloyd_Read March 26
• Land and Buildings Transaction Tax and Additional Dwelling Supplement

  36 views 1 comment 0 points Most recent by les_cameron March 24
• Is severance payment pensionable salary?

  76 views 2 comments 0 points Most recent by WRB March 20
• DB schemes that don't guarantee an income with reference to service

  74 views 4 comments 0 points Most recent by Sean_Fernyhough March 18
• Investment Bonds, Charges & the 5% rule

  82 views 3 comments 0 points Most recent by benjaminfabi February 26
• Adjusted net income and pension contributions

  54 views 3 comments 0 points Most recent by Jimbo February 26
• Enhanced Protection- re-submitting to HMRC to update Certificate

  34 views 0 comments 0 points Started by Sam_T February 26
• Using Onshore Bond to pay for WOL

  84 views 3 comments 0 points Most recent by les_cameron February 25
• Normal Expenditure out of Income - WOL JL 2nd death premiums

  36 views 3 comments 0 points Most recent by Colinstewart76 February 25
• Normal Expenditure out of Income - WOL

  78 views 2 comments 0 points Most recent by LLB February 19
• Corporate held - Offshore Bond

  81 views 8 comments 0 points Most recent by Wildparaplanner February 18
• Tax Wrapper Comparison Tool - Investment Assumptions

  75 views 2 comments 0 points Most recent by juna February 18
• Company Director - Pension Funding

  77 views 2 comments 0 points Most recent by GMRJM February 6
• Breaching LSA due to retrospective changes

  93 views 3 comments 0 points Most recent by LouiseD January 28
• Income Protection and being over insured?

  88 views 4 comments 0 points Most recent by benjaminfabi January 27
• Enhanced Protection with no protected lump sum?

  177 views 9 comments 0 points Most recent by PoppySheppard January 26
• LSA & Protected TFC

  48 views 2 comments 0 points Most recent by les_cameron January 26
• Tax-free cash recycling

  69 views 2 comments 0 points Most recent by amarshall January 26
• Annuity Death Benefits & RNRB

  65 views 1 comment 0 points Most recent by les_cameron January 23
• Annuities purchased with beneficiary drawdown money

  69 views 5 comments 0 points Most recent by les_cameron January 23
• Loan Trust

  58 views 2 comments 0 points Most recent by richardgough January 21
• VCT & pension contributions

  408 views 13 comments 0 points Most recent by les_cameron January 20
• Vulnerable Persons Trust Election

  54 views 2 comments 0 points Most recent by les_cameron January 20
• AIM shares and replacement property rules

  400 views 12 comments 0 points Most recent by les_cameron January 16
• Protected tax-free cash query

  101 views 5 comments 0 points Most recent by les_cameron January 8
• TFC Recycling to fund spouse's pension

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

  97 views 3 comments 0 points Most recent by GMRJM December 2025