Technical stuff

• DFMs and VAT

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

  86 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

  87 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?

  97 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?

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

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

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

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

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

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

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

  87 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

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

  74 views 2 comments 0 points Most recent by Radnor June 2025
• Bond gains when settled into a life interest trust

  103 views 6 comments 0 points Most recent by Wildparaplanner June 2025
• Disabled Persons Trust

  83 views 2 comments 0 points Most recent by amarshall May 2025
• Defined Benefit Pension - Lump Sum Allowance

  67 views 1 comment 0 points Most recent by les_cameron May 2025
• APS S&S ISA cancellation rights into an existing plan

  86 views 1 comment 0 points Most recent by benjaminfabi May 2025
• Teachers' Pension Scheme - PIAs

  149 views 4 comments 0 points Most recent by les_cameron May 2025
• Rysaffe Principle query

  91 views 0 comments 0 points Started by Wildparaplanner May 2025
• Gift inter vivos query for gifting PCLS

  104 views 1 comment 0 points Most recent by benjaminfabi May 2025
• Auto Rebalancing functionality on platforms

  113 views 2 comments 0 points Most recent by benjaminfabi April 2025
• Reduction in relief for AIM

  102 views 1 comment 0 points Most recent by SA96 April 2025
• Withdrawing pension money as a POA to gift to son

  112 views 2 comments 0 points Most recent by les_cameron April 2025
• 10% Drop Notifications

  164 views 2 comments 0 points Most recent by fredboiii95 April 2025