Technical stuff

• Employer contributions / Annual allowance

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  103 views 6 comments 0 points Most recent by les_cameron June 2025
• LSA query

  60 views 1 comment 0 points Most recent by benjaminfabi June 2025
• TTFA Certificate for BCE 3 for a Pre A day Pension

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

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

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

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

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

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

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

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

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

  133 views 2 comments 0 points Most recent by benjaminfabi April 2025