Technical stuff

• Enhanced Protection, Protected Tax Free Cash & LSA

  12 views 0 comments 0 points Started by Sam_T December 4
• Enhanced Protection with no protected lump sum?

  94 views 5 comments 0 points Most recent by PoppySheppard December 4
• Budget

  66 views 3 comments 0 points Most recent by richallum December 3
• Tax relief query

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

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

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

  199 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

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

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

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

  46 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?

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

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

  144 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

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

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

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

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

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

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

  69 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

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

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

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

  234 views 9 comments 0 points Most recent by TomLloyd_Read August 29
• Using Crystallised Pension for purchase of Pension Annuity AND Pension Transfer

  107 views 4 comments 0 points Most recent by les_cameron August 21