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Got a question about pensions, investments, tax & trusts, offshore or regulation? Please use a tag (e.g. pensions) to make it easier to find.
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Enhanced Protection, Protected Tax Free Cash & LSA
110
views
4
comments
0
points
Most recent by
les_cameron
December 2025
Budget
177
views
9
comments
0
points
Most recent by
benjaminfabi
December 2025
Tax relief query
83
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3
comments
0
points
Most recent by
Jimbo
December 2025
SSAS Asset Valuation - Accountant Question
63
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1
comment
0
points
Most recent by
benjaminfabi
November 2025
Protected Tax-Free Cash & No LSA Remaining
155
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5
comments
0
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Most recent by
les_cameron
November 2025
IHT, Trusts, AIM and BR query!
243
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6
comments
0
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Most recent by
Amy
November 2025
Annuity Protection - Proposed IHT Changes from 2027
136
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4
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Most recent by
les_cameron
November 2025
Block Transfer
86
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5
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0
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Most recent by
les_cameron
November 2025
Annuity guaranteed period - non-qualifying beneficiaries
75
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6
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0
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Most recent by
les_cameron
November 2025
Changes to scheme specific tax free cash - May 2025 ?
492
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21
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0
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Most recent by
les_cameron
November 2025
TTFAC - Post 75 Crystallisation Event
69
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2
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0
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Most recent by
les_cameron
November 2025
FSCS protection for UK based GIA within an offshore bond
68
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2
comments
0
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Most recent by
Wildparaplanner
November 2025
Offshore Bond & Discretionary Management - Tax-deferred allowance?
77
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2
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0
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Most recent by
les_cameron
November 2025
Crystallised Pension Transfer - Consolidation Possible?
76
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1
comment
0
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Most recent by
les_cameron
October 2025
Tax free cash + Pension contributions
166
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18
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0
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Most recent by
amarshall
October 2025
Tapered annual allowance
64
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2
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0
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Most recent by
benjaminfabi
October 2025
Client with PTFC & Fixed Protection 2014
84
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1
comment
0
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Most recent by
les_cameron
October 2025
LSA calculation query pre 2006
138
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9
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0
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Most recent by
les_cameron
October 2025
SSAS - 'unallocated' contributions
270
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5
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0
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Most recent by
les_cameron
October 2025
VAT and adviser charging
1.2K
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10
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Most recent by
amelia_alices
October 2025
Annual allowance and carry forward
110
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4
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0
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Most recent by
les_cameron
October 2025
excess pension commencement lump sum and MPAA
78
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4
comments
0
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Most recent by
les_cameron
September 2025
Offshore Bond in Discretionary Trust - Taxation on Death
111
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4
comments
0
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Most recent by
GMRJM
September 2025
Is this a capital purchase or spending from income?
81
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3
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0
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Most recent by
les_cameron
September 2025
Normal Expenditure out of Income - ISA
119
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4
comments
0
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Most recent by
LLB
September 2025
IHT from 2027 and insurable interest now
95
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2
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0
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Most recent by
TomLloyd_Read
September 2025
DIM and Agent as Client
89
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1
comment
0
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Most recent by
benjaminfabi
September 2025
QROPS and TTFAC
277
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9
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0
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Most recent by
TomLloyd_Read
August 2025
Using Crystallised Pension for purchase of Pension Annuity AND Pension Transfer
161
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4
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0
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Most recent by
les_cameron
August 2025
Investment Pathways
559
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10
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0
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Most recent by
Sean_Fernyhough
August 2025
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