Technical stuff

• Budget

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  182 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

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

  78 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

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

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

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

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

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

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

  242 views 10 comments 0 points Most recent by les_cameron August 2025