Technical stuff

• VAT and adviser charging

  1.1K views 10 comments 0 points Most recent by amelia_alices October 2025
• Annual allowance and carry forward

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  67 views 3 comments 0 points Most recent by les_cameron July 2025