Technical stuff

• Investment Pathways

  522 views 10 comments 0 points Most recent by Sean_Fernyhough August 20
• Pension Post 2027 question

  233 views 10 comments 0 points Most recent by les_cameron August 12
• Stand alone lump sum & MPAA

  61 views 3 comments 0 points Most recent by les_cameron August 12
• How Are VAT-Inclusive Discounts Handled?

  49 views 1 comment 0 points Most recent by jamies_taylor August 9
• Employer contributions / Annual allowance

  95 views 2 comments 0 points Most recent by benjaminfabi August 6
• Offshore bonds & VAT

  361 views 3 comments 0 points Most recent by evelyn_emma August 6
• GWR - property gifting

  64 views 1 comment 0 points Most recent by richardgough August 5
• DFMs and VAT

  342 views 2 comments 0 points Most recent by JamesmiaaAva August 4
• Partial and Full bond surrenders

  76 views 2 comments 0 points Most recent by smith August 1
• Carried forward NRB and gifting

  49 views 6 comments 0 points Most recent by Wildparaplanner July 31
• IHT and Moving Abroad

  81 views 2 comments 0 points Most recent by PippaO July 27
• Pensions & IHT

  164 views 9 comments 0 points Most recent by smith July 24
• Maximum tax free cash pre A Day

  46 views 2 comments 0 points Most recent by richallum July 24
• IHT Annual Exemption - when is it used?

  92 views 6 comments 0 points Most recent by Wildparaplanner July 21
• State pension

  76 views 3 comments 0 points Most recent by benjaminfabi July 17
• Family Investment Company - GIA or Bond?

  461 views 8 comments 0 points Most recent by william_Morin July 16
• Ask the expert - Business protection with Jon Hall, Scottish Widows

  124 views 5 comments 0 points Most recent by JonHallSWP July 11
• To VAT or not to VAT (that is the question)

  604 views 10 comments 0 points Most recent by JasperLeonson July 9
• Bond in Vulnerable trust

  54 views 2 comments 0 points Most recent by les_cameron July 8
• GAD Review Letter & Capped Drawdown Letter

  52 views 3 comments 0 points Most recent by les_cameron July 8
• Loan trust

  83 views 3 comments 0 points Most recent by les_cameron June 30
• Business relief and CLTs

  62 views 3 comments 0 points Most recent by les_cameron June 27
• Relevant Property Trusts and periodic charges (post 6 April 2026)

  80 views 6 comments 0 points Most recent by les_cameron June 27
• LSA query

  54 views 1 comment 0 points Most recent by benjaminfabi June 26
• TTFA Certificate for BCE 3 for a Pre A day Pension

  94 views 2 comments 0 points Most recent by PeterM June 13
• UK IHT for Australian Superannuation

  67 views 2 comments 0 points Most recent by Radnor June 6
• Bond gains when settled into a life interest trust

  101 views 6 comments 0 points Most recent by Wildparaplanner June 3
• Disabled Persons Trust

  79 views 2 comments 0 points Most recent by amarshall May 22
• Defined Benefit Pension - Lump Sum Allowance

  62 views 1 comment 0 points Most recent by les_cameron May 19
• APS S&S ISA cancellation rights into an existing plan

  83 views 1 comment 0 points Most recent by benjaminfabi May 13