Technical stuff

• Bond Chargeable Gain Query

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  78 views 1 comment 0 points Most recent by les_cameron January 23
• Loan Trust

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

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

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

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

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

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

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

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

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

  83 views 3 comments 0 points Most recent by Jimbo December 2025