Technical stuff

• Enhanced Protection with no protected lump sum?

  135 views 7 comments 0 points Most recent by SA96 January 23
• Annuity Death Benefits & RNRB

  31 views 1 comment 0 points Most recent by les_cameron January 23
• Tax-free cash recycling

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

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

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

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

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

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

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

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

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

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

  156 views 9 comments 0 points Most recent by benjaminfabi December 2025
• Tax relief query

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

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

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

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

  102 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

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

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

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

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

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

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

  150 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

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

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

  154 views 5 comments 0 points Most recent by les_cameron October 2025