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Say hello!
Announcement
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181
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Most recent by
CAMPritchard
May 2
General
Forum etiquette
Announcement
840
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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
Structured Training for Trainee Paraplanner
13
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0
comments
0
points
Started by
mckayj
May 14
Team leaders & managers
Annuity for a dependant child
13
views
0
comments
0
points
Started by
PeterM
May 14
Technical stuff
Centralised Retirement Propositions (CRP)
77
views
2
comments
0
points
Most recent by
HR246
May 13
Technical stuff
Chain of title - resigning trustee and appointing new trustees
85
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9
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Most recent by
les_cameron
May 13
Technical stuff
IHT planning and LPAs
26
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1
comment
0
points
Most recent by
les_cameron
May 13
Technical stuff
R02 Support Update - what next?
30
views
1
comment
0
points
Most recent by
SimplyParaplanner
May 13
CPD & Exams
What AI tools or services are you using or looking at?
170
views
11
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0
points
Most recent by
richardgough
May 13
Technology & IT
AF4 - 7th March sitting
323
views
11
comments
0
points
Most recent by
res1991
May 10
CPD & Exams
Trustee Bank Accounts
29
views
1
comment
0
points
Most recent by
richardgough
May 10
Technical stuff
Best cashflow tool 2024
164
views
2
comments
0
points
Most recent by
Momoneymoproblems
May 7
Technology & IT
SIPP provider that facilitates charity contributions via payroll?
90
views
2
comments
0
points
Most recent by
richardgough
May 7
Technical stuff
CF6 mortgage advice
44
views
0
comments
0
points
Started by
mcshelton
April 30
CPD & Exams
What does your firm do for clients with tiny legacy pension pots?
72
views
1
comment
0
points
Most recent by
benjaminfabi
April 30
General
Bare Trust Taxation
65
views
2
comments
0
points
Most recent by
Sean_Fernyhough
April 30
Technical stuff
AF8 Assignment 3
92
views
4
comments
0
points
Most recent by
Wildparaplanner
April 30
CPD & Exams
Wealthcraft (formerly Plum)
162
views
2
comments
0
points
Most recent by
DaleLucas
April 26
Technology & IT
TTFAC and QROPS repatriation
76
views
3
comments
0
points
Most recent by
les_cameron
April 26
Technical stuff
RO2 Exam
152
views
5
comments
0
points
Most recent by
gmeldrum
April 25
CPD & Exams
Prior Recognition of Learning - CISI to CII
79
views
1
comment
0
points
Most recent by
AnnBrand
April 24
CPD & Exams
Trusts for vulnerable beneficiaries
111
views
2
comments
0
points
Most recent by
Sean_Fernyhough
April 24
Technical stuff
Cost Comparisons / OCF & Transaction Cost
97
views
2
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0
points
Most recent by
Colin1980
April 23
Technical stuff
Good educational pieces around advising US citizens?
122
views
3
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0
points
Most recent by
richallum
April 23
CPD & Exams
Paraplanning checklist
140
views
0
comments
0
points
Started by
Joleneg
April 19
Outsourced & freelance paraplanners
Scheme-specific lump sum protection — calculating a member’s entitlement
99
views
2
comments
0
points
Most recent by
LiliS
April 17
Technical stuff
Partial Drawdown Transfers to Purchase a Lifetime Annuity
138
views
7
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0
points
Most recent by
les_cameron
April 14
Technical stuff
VCTs - Ongoing Advice Fees?
186
views
3
comments
0
points
Most recent by
benjaminfabi
April 13
Technical stuff
Transitional Tax Free Amount enquiry for specific client case
129
views
6
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0
points
Most recent by
Nath
April 12
Technical stuff
Settlor/trustee without capacity
97
views
1
comment
0
points
Most recent by
les_cameron
April 11
Technical stuff
Pension Contribution Over 75's
297
views
5
comments
0
points
Most recent by
katielockyer
April 11
Technical stuff
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