Technical stuff

• IHT from 2027 and insurable interest now

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

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

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

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

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

  237 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?

  50 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

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

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

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

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

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

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

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

  48 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

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

  488 views 8 comments 0 points Most recent by william_Morin July 2025
• Ask the expert - Business protection with Jon Hall, Scottish Widows

  134 views 5 comments 0 points Most recent by JonHallSWP July 2025
• To VAT or not to VAT (that is the question)

  606 views 10 comments 0 points Most recent by JasperLeonson July 2025
• Bond in Vulnerable trust

  55 views 2 comments 0 points Most recent by les_cameron July 2025
• GAD Review Letter & Capped Drawdown Letter

  56 views 3 comments 0 points Most recent by les_cameron July 2025
• Loan trust

  84 views 3 comments 0 points Most recent by les_cameron June 2025
• Business relief and CLTs

  62 views 3 comments 0 points Most recent by les_cameron June 2025
• Relevant Property Trusts and periodic charges (post 6 April 2026)

  82 views 6 comments 0 points Most recent by les_cameron June 2025
• LSA query

  55 views 1 comment 0 points Most recent by benjaminfabi June 2025
• TTFA Certificate for BCE 3 for a Pre A day Pension

  98 views 2 comments 0 points Most recent by PeterM June 2025
• UK IHT for Australian Superannuation

  71 views 2 comments 0 points Most recent by Radnor June 2025