Technical stuff

• Annuity Death Benefits & RNRB

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  123 views 4 comments 0 points Most recent by les_cameron November 2025
• Block Transfer

  80 views 5 comments 0 points Most recent by les_cameron November 2025
• Annuity guaranteed period - non-qualifying beneficiaries

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

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

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

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

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

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

  162 views 18 comments 0 points Most recent by amarshall October 2025
• Tapered annual allowance

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

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

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

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

  1.1K views 10 comments 0 points Most recent by amelia_alices October 2025
• Annual allowance and carry forward

  101 views 4 comments 0 points Most recent by les_cameron October 2025