Technical stuff

• Tax free cash + Pension contributions

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

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

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

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

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

  1.2K views 10 comments 0 points Most recent by amelia_alices October 2025
• Annual allowance and carry forward

  105 views 4 comments 0 points Most recent by les_cameron October 2025
• excess pension commencement lump sum and MPAA

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

  106 views 4 comments 0 points Most recent by GMRJM September 2025
• Is this a capital purchase or spending from income?

  78 views 3 comments 0 points Most recent by les_cameron September 2025
• Normal Expenditure out of Income - ISA

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

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

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

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

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

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

  251 views 10 comments 0 points Most recent by les_cameron August 2025
• Stand alone lump sum & MPAA

  69 views 3 comments 0 points Most recent by les_cameron August 2025
• How Are VAT-Inclusive Discounts Handled?

  59 views 1 comment 0 points Most recent by jamies_taylor August 2025
• Employer contributions / Annual allowance

  107 views 2 comments 0 points Most recent by benjaminfabi August 2025
• Offshore bonds & VAT

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

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

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

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

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

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

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

  58 views 2 comments 0 points Most recent by richallum July 2025
• IHT Annual Exemption - when is it used?

  108 views 6 comments 0 points Most recent by Wildparaplanner July 2025
• State pension

  95 views 3 comments 0 points Most recent by benjaminfabi July 2025