The Big Tent

• Annual allowance and carry forward

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

  76 views 4 comments 0 points Most recent by les_cameron September 2025Technical stuff
• Suitability Report Writing Software

  270 views 1 comment 0 points Most recent by Steven_McBurnie September 2025Technology & IT
• Offshore Bond in Discretionary Trust - Taxation on Death

  110 views 4 comments 0 points Most recent by GMRJM September 2025Technical stuff
• Providing advice for insistent client

  136 views 4 comments 0 points Most recent by GolfPutt21 September 2025General
• Is this a capital purchase or spending from income?

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

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

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

  88 views 1 comment 0 points Most recent by benjaminfabi September 2025Technical stuff
• Taking qualifications with both CII and CISI

  303 views 3 comments 0 points Most recent by Radnor September 2025CPD & Exams
• GIAs for corporate accounts

  88 views 1 comment 0 points Most recent by benjaminfabi August 2025Products & providers
• QROPS and TTFAC

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

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

  559 views 10 comments 0 points Most recent by Sean_Fernyhough August 2025Technical stuff
• Pension sharing orders

  132 views 2 comments 0 points Most recent by timblowers August 2025Paraplanning tips & tricks
• Pension Post 2027 question

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

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

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

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

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

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

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

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

  62 views 6 comments 0 points Most recent by Wildparaplanner July 2025Technical stuff
• Associates Wanting 'Free' Advice

  205 views 4 comments 0 points Most recent by Scotsgirl86 July 2025General
• IHT and Moving Abroad

  102 views 2 comments 0 points Most recent by PippaO July 2025Technical stuff
• CISI Scotland - 28 August 2025 (Edinburgh)

  93 views 1 comment 0 points Most recent by Steven_McBurnie July 2025CPD & Exams
• Pensions & IHT

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

  59 views 2 comments 0 points Most recent by richallum July 2025Technical stuff
• FE Analytics cost

  207 views 0 comments 0 points Started by sch0501 July 2025 Technology & IT