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Say hello!
Announcement
9K
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181
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Most recent by
CAMPritchard
May 2
General
Forum etiquette
Announcement
831
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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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0
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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
Best cashflow tool 2024
124
views
2
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0
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Most recent by
Momoneymoproblems
May 7
Technology & IT
SIPP provider that facilitates charity contributions via payroll?
73
views
2
comments
0
points
Most recent by
richardgough
May 7
Technical stuff
Chain of title - resigning trustee and appointing new trustees
18
views
1
comment
0
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Most recent by
richardgough
May 7
Technical stuff
What AI tools or services are you using or looking at?
121
views
9
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0
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Most recent by
richardgough
May 4
Technology & IT
CF6 mortgage advice
27
views
0
comments
0
points
Started by
mcshelton
April 30
CPD & Exams
What does your firm do for clients with tiny legacy pension pots?
53
views
1
comment
0
points
Most recent by
benjaminfabi
April 30
General
Bare Trust Taxation
54
views
2
comments
0
points
Most recent by
Sean_Fernyhough
April 30
Technical stuff
AF8 Assignment 3
75
views
4
comments
0
points
Most recent by
Wildparaplanner
April 30
CPD & Exams
Wealthcraft (formerly Plum)
149
views
2
comments
0
points
Most recent by
DaleLucas
April 26
Technology & IT
TTFAC and QROPS repatriation
60
views
3
comments
0
points
Most recent by
les_cameron
April 26
Technical stuff
RO2 Exam
129
views
5
comments
0
points
Most recent by
gmeldrum
April 25
CPD & Exams
Prior Recognition of Learning - CISI to CII
65
views
1
comment
0
points
Most recent by
AnnBrand
April 24
CPD & Exams
Trusts for vulnerable beneficiaries
100
views
2
comments
0
points
Most recent by
Sean_Fernyhough
April 24
Technical stuff
Cost Comparisons / OCF & Transaction Cost
90
views
2
comments
0
points
Most recent by
Colin1980
April 23
Technical stuff
Good educational pieces around advising US citizens?
107
views
3
comments
0
points
Most recent by
richallum
April 23
CPD & Exams
Paraplanning checklist
115
views
0
comments
0
points
Started by
Joleneg
April 19
Outsourced & freelance paraplanners
Scheme-specific lump sum protection — calculating a member’s entitlement
86
views
2
comments
0
points
Most recent by
LiliS
April 17
Technical stuff
AF4 - 7th March sitting
272
views
6
comments
0
points
Most recent by
ThisisCaz
April 16
CPD & Exams
Partial Drawdown Transfers to Purchase a Lifetime Annuity
114
views
7
comments
0
points
Most recent by
les_cameron
April 14
Technical stuff
VCTs - Ongoing Advice Fees?
178
views
3
comments
0
points
Most recent by
benjaminfabi
April 13
Technical stuff
Transitional Tax Free Amount enquiry for specific client case
111
views
6
comments
0
points
Most recent by
Nath
April 12
Technical stuff
Settlor/trustee without capacity
81
views
1
comment
0
points
Most recent by
les_cameron
April 11
Technical stuff
Pension Contribution Over 75's
285
views
5
comments
0
points
Most recent by
katielockyer
April 11
Technical stuff
Lifetime Annuity within a SIPP
70
views
0
comments
0
points
Started by
Wildparaplanner
April 11
Products & providers
TTFAC and pre-commencement pensions
205
views
14
comments
0
points
Most recent by
SA96
April 10
Technical stuff
Added property to a relevant property trust - treatment at next 10 year anniversary
70
views
3
comments
0
points
Most recent by
les_cameron
April 10
Technical stuff
Enhanced Protection query
115
views
1
comment
0
points
Most recent by
les_cameron
April 4
Technical stuff
Pre A Day Benefits
128
views
2
comments
0
points
Most recent by
LisaC
March 28
Technical stuff
IHT Calculations involving bonds
145
views
1
comment
0
points
Most recent by
richardgough
March 27
Technical stuff
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