Technical stuff

• SSAS Asset Valuation - Accountant Question

  63 views 1 comment 0 points Most recent by benjaminfabi November 2025
• Protected Tax-Free Cash & No LSA Remaining

  152 views 5 comments 0 points Most recent by les_cameron November 2025
• IHT, Trusts, AIM and BR query!

  241 views 6 comments 0 points Most recent by Amy November 2025
• Annuity Protection - Proposed IHT Changes from 2027

  135 views 4 comments 0 points Most recent by les_cameron November 2025
• Block Transfer

  86 views 5 comments 0 points Most recent by les_cameron November 2025
• Annuity guaranteed period - non-qualifying beneficiaries

  73 views 6 comments 0 points Most recent by les_cameron November 2025
• Changes to scheme specific tax free cash - May 2025 ?

  483 views 21 comments 0 points Most recent by les_cameron November 2025
• TTFAC - Post 75 Crystallisation Event

  67 views 2 comments 0 points Most recent by les_cameron November 2025
• FSCS protection for UK based GIA within an offshore bond

  68 views 2 comments 0 points Most recent by Wildparaplanner November 2025
• Offshore Bond & Discretionary Management - Tax-deferred allowance?

  76 views 2 comments 0 points Most recent by les_cameron November 2025
• Crystallised Pension Transfer - Consolidation Possible?

  73 views 1 comment 0 points Most recent by les_cameron October 2025
• Tax free cash + Pension contributions

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

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

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

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

  260 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

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

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

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

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

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

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

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

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

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

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

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

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

  61 views 1 comment 0 points Most recent by jamies_taylor August 2025