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Report Writing & File Check Processes?
202
views
0
comments
0
points
Started by
leroyle
April 2023
Paraplanning tips & tricks
PCIAM June 2023
307
views
2
comments
0
points
Most recent by
leroyle
April 2023
CPD & Exams
SSAS administrators and self-trading Investment Accounts
67
views
2
comments
0
points
Most recent by
GarethM
April 2023
Technical stuff
Follow up questions from today's Online Assembly on lifetime allowance
136
views
9
comments
0
points
Most recent by
richallum
April 2023
Technical stuff
Comparing DFM OCF's with Current Funds
141
views
2
comments
0
points
Most recent by
Nath
April 2023
Paraplanning tips & tricks
Technical question re; TPAA - when to record the contribution date
98
views
1
comment
0
points
Most recent by
TimMatthias
April 2023
Paraplanning tips & tricks
Fixed Protection and TFC
119
views
3
comments
0
points
Most recent by
GarethM
April 2023
Technical stuff
Provider willing to accept pension with GAR over £30k with no positive recommendation
63
views
0
comments
0
points
Started by
MothiusManius
April 2023
Products & providers
R06 April 2023
303
views
3
comments
0
points
Most recent by
Hoolahan
April 2023
CPD & Exams
Due Diligence
187
views
2
comments
0
points
Most recent by
Richard
April 2023
Outsourced & freelance paraplanners
Cii- AF4 & J10
481
views
2
comments
0
points
Most recent by
StephenS1990
April 2023
CPD & Exams
AllTrust
80
views
1
comment
0
points
Most recent by
richardgough
April 2023
Products & providers
PPF / PSO/ Death of Primary member
61
views
1
comment
0
points
Most recent by
les_cameron
April 2023
Technical stuff
LTA Tax charge scrapped 2023/24 with LTA removed 2024/25 - planning considerations?
407
views
9
comments
0
points
Most recent by
les_cameron
March 2023
Technical stuff
Report Writing Software
182
views
2
comments
0
points
Most recent by
TomLloyd_Read
March 2023
Technology & IT
Trainee Advisor
254
views
1
comment
0
points
Most recent by
DaleLucas
March 2023
CPD & Exams
Non UK Citizen Advice
68
views
2
comments
0
points
Most recent by
DanAtkinsonUK
March 2023
Technical stuff
Conquest Financial Planning (new AI financial planning tool)
237
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3
comments
0
points
Most recent by
DanAtkinsonUK
March 2023
Technology & IT
Provider Research
104
views
1
comment
0
points
Most recent by
Caro
March 2023
Products & providers
AF8 Assignment 1
647
views
5
comments
0
points
Most recent by
Wildparaplanner
March 2023
CPD & Exams
LTA Changes & Inheritance Tax
138
views
3
comments
0
points
Most recent by
richardgough
March 2023
Technical stuff
New Podcast
77
views
0
comments
0
points
Started by
CQplanning
March 2023
General
Some useful links, groups and other bits and pieces for paraplanners
156
views
2
comments
0
points
Most recent by
Caro
March 2023
General
DFM / Maximum Ongoing Charges
132
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0
comments
0
points
Started by
ParaplannerFP
March 2023
Paraplanning tips & tricks
HNW/UHNW Case Study Resources
72
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0
comments
0
points
Started by
Elgrandelulu
March 2023
General
Exam credits - double bubble
368
views
3
comments
0
points
Most recent by
benjaminfabi
March 2023
CPD & Exams
Queues on IO
111
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0
comments
0
points
Started by
smith
February 2023
Technology & IT
AF1
277
views
1
comment
0
points
Most recent by
SophSmith
February 2023
CPD & Exams
Student with ISA in USA - How Taxed & Can they Contribute
120
views
1
comment
0
points
Most recent by
TimMatthias
February 2023
Products & providers
Onshore investment bond tax-relief top slicing calc
264
views
6
comments
0
points
Most recent by
Elgrandelulu
February 2023
Technical stuff
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