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Say hello!
Announcement
9K
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182
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0
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Most recent by
richallum
May 16
General
Forum etiquette
Announcement
841
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0
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0
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Started by
benjaminfabi
December 2019
General
Updated: Paid for and licensed material
Announcement
1.7K
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Started by
Admin
March 2019
General
Getting started in the Big Tent
Announcement
2K
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0
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Started by
Admin
March 2016
General
R02 Support Update - what next?
41
views
2
comments
0
points
Most recent by
AnnBrand
May 16
CPD & Exams
Structured Training for Trainee Paraplanner
70
views
2
comments
0
points
Most recent by
Caro
May 16
Team leaders & managers
Centralised Retirement Propositions (CRP)
112
views
3
comments
0
points
Most recent by
richallum
May 15
Technical stuff
Centralised Investment Proposition (CIP) Creation
702
views
8
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0
points
Most recent by
richallum
May 15
Technical stuff
Annuity for a dependant child
29
views
0
comments
0
points
Started by
PeterM
May 14
Technical stuff
Chain of title - resigning trustee and appointing new trustees
92
views
9
comments
0
points
Most recent by
les_cameron
May 13
Technical stuff
IHT planning and LPAs
37
views
1
comment
0
points
Most recent by
les_cameron
May 13
Technical stuff
What AI tools or services are you using or looking at?
180
views
11
comments
0
points
Most recent by
richardgough
May 13
Technology & IT
AF4 - 7th March sitting
336
views
11
comments
0
points
Most recent by
res1991
May 10
CPD & Exams
Trustee Bank Accounts
31
views
1
comment
0
points
Most recent by
richardgough
May 10
Technical stuff
Best cashflow tool 2024
176
views
2
comments
0
points
Most recent by
Momoneymoproblems
May 7
Technology & IT
SIPP provider that facilitates charity contributions via payroll?
97
views
2
comments
0
points
Most recent by
richardgough
May 7
Technical stuff
CF6 mortgage advice
50
views
0
comments
0
points
Started by
mcshelton
April 30
CPD & Exams
What does your firm do for clients with tiny legacy pension pots?
80
views
1
comment
0
points
Most recent by
benjaminfabi
April 30
General
Bare Trust Taxation
72
views
2
comments
0
points
Most recent by
Sean_Fernyhough
April 30
Technical stuff
AF8 Assignment 3
100
views
4
comments
0
points
Most recent by
Wildparaplanner
April 30
CPD & Exams
Wealthcraft (formerly Plum)
166
views
2
comments
0
points
Most recent by
DaleLucas
April 26
Technology & IT
TTFAC and QROPS repatriation
85
views
3
comments
0
points
Most recent by
les_cameron
April 26
Technical stuff
RO2 Exam
156
views
5
comments
0
points
Most recent by
gmeldrum
April 25
CPD & Exams
Prior Recognition of Learning - CISI to CII
87
views
1
comment
0
points
Most recent by
AnnBrand
April 24
CPD & Exams
Trusts for vulnerable beneficiaries
117
views
2
comments
0
points
Most recent by
Sean_Fernyhough
April 24
Technical stuff
Cost Comparisons / OCF & Transaction Cost
106
views
2
comments
0
points
Most recent by
Colin1980
April 23
Technical stuff
Good educational pieces around advising US citizens?
131
views
3
comments
0
points
Most recent by
richallum
April 23
CPD & Exams
Paraplanning checklist
152
views
0
comments
0
points
Started by
Joleneg
April 19
Outsourced & freelance paraplanners
Scheme-specific lump sum protection — calculating a member’s entitlement
112
views
2
comments
0
points
Most recent by
LiliS
April 17
Technical stuff
Partial Drawdown Transfers to Purchase a Lifetime Annuity
148
views
7
comments
0
points
Most recent by
les_cameron
April 14
Technical stuff
VCTs - Ongoing Advice Fees?
191
views
3
comments
0
points
Most recent by
benjaminfabi
April 13
Technical stuff
Transitional Tax Free Amount enquiry for specific client case
137
views
6
comments
0
points
Most recent by
Nath
April 12
Technical stuff
Settlor/trustee without capacity
98
views
1
comment
0
points
Most recent by
les_cameron
April 11
Technical stuff
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