Technical stuff

• Tapered annual allowance

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

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

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

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

  1K views 10 comments 0 points Most recent by amelia_alices October 2025
• Annual allowance and carry forward

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

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

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

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

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

  84 views 2 comments 0 points Most recent by TomLloyd_Read September 2025
• DIM and Agent as Client

  65 views 1 comment 0 points Most recent by benjaminfabi September 2025
• QROPS and TTFAC

  250 views 9 comments 0 points Most recent by TomLloyd_Read August 2025
• Using Crystallised Pension for purchase of Pension Annuity AND Pension Transfer

  113 views 4 comments 0 points Most recent by les_cameron August 2025
• Investment Pathways

  530 views 10 comments 0 points Most recent by Sean_Fernyhough August 2025
• Pension Post 2027 question

  240 views 10 comments 0 points Most recent by les_cameron August 2025
• Stand alone lump sum & MPAA

  62 views 3 comments 0 points Most recent by les_cameron August 2025
• How Are VAT-Inclusive Discounts Handled?

  51 views 1 comment 0 points Most recent by jamies_taylor August 2025
• Employer contributions / Annual allowance

  98 views 2 comments 0 points Most recent by benjaminfabi August 2025
• Offshore bonds & VAT

  385 views 3 comments 0 points Most recent by evelyn_emma August 2025
• GWR - property gifting

  67 views 1 comment 0 points Most recent by richardgough August 2025
• DFMs and VAT

  353 views 2 comments 0 points Most recent by JamesmiaaAva August 2025
• Partial and Full bond surrenders

  81 views 2 comments 0 points Most recent by smith August 2025
• Carried forward NRB and gifting

  51 views 6 comments 0 points Most recent by Wildparaplanner July 2025
• IHT and Moving Abroad

  86 views 2 comments 0 points Most recent by PippaO July 2025
• Pensions & IHT

  167 views 9 comments 0 points Most recent by smith July 2025
• Maximum tax free cash pre A Day

  49 views 2 comments 0 points Most recent by richallum July 2025
• IHT Annual Exemption - when is it used?

  96 views 6 comments 0 points Most recent by Wildparaplanner July 2025
• State pension

  84 views 3 comments 0 points Most recent by benjaminfabi July 2025
• Family Investment Company - GIA or Bond?

  537 views 8 comments 0 points Most recent by william_Morin July 2025