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Transitional Tax-Free Cash
202
views
6
comments
0
points
Most recent by
les_cameron
March 26
Technical stuff
Scheme specific tax-free cash protection and tax free lump sums
186
views
3
comments
0
points
Most recent by
les_cameron
March 26
Technical stuff
Equalisation Payment & LTA / LTA Charge
98
views
0
comments
0
points
Started by
fredboiii95
March 25
Technical stuff
Opportunity for a Freelance Paraplanner
560
views
1
comment
0
points
Most recent by
Joleneg
March 21
Outsourced & freelance paraplanners
Outsourced Paraplanning Support Required - questions to ask
297
views
2
comments
0
points
Most recent by
Joleneg
March 21
Outsourced & freelance paraplanners
Adding a class of beneficiary to an existing trust
137
views
4
comments
0
points
Most recent by
les_cameron
March 20
Technical stuff
Relevant earnings for Pension contributions
127
views
1
comment
0
points
Most recent by
les_cameron
March 19
Technical stuff
McCloud Remedy - What to contribute?
202
views
2
comments
0
points
Most recent by
Sean_Fernyhough
March 18
Technical stuff
Enhanced tax-free cash query
230
views
8
comments
0
points
Most recent by
SA96
March 15
Technical stuff
Rules of Intestacy
122
views
2
comments
0
points
Most recent by
Jen_Berwick
March 15
Technical stuff
Illiquid holding in SIPP
181
views
3
comments
0
points
Most recent by
TomLloyd_Read
March 15
Technical stuff
Income strategy/tax calculation
132
views
2
comments
0
points
Most recent by
TomLloyd_Read
March 15
Technical stuff
Recycling PCLS
113
views
1
comment
0
points
Most recent by
les_cameron
March 14
Technical stuff
R02 Support
178
views
5
comments
0
points
Most recent by
Jen_Berwick
March 14
CPD & Exams
Trust tax rates 2024/25
160
views
3
comments
0
points
Most recent by
les_cameron
March 11
Technical stuff
Residential NRB and houseboats/barges
138
views
2
comments
0
points
Most recent by
Sean_Fernyhough
March 8
Technical stuff
Updating suitability templates for 2024/25
173
views
3
comments
0
points
Most recent by
Gustavo_Fring
March 8
General
Furnished Holiday Lettings from April 2025
105
views
2
comments
0
points
Most recent by
les_cameron
March 7
Technical stuff
Platform & Investment Research
144
views
0
comments
0
points
Started by
Sam_T
March 7
Technology & IT
Is this considered an "opt out" in regards to DB advice?
150
views
0
comments
0
points
Started by
Wildparaplanner
March 6
Technical stuff
AF8 - Referencing
303
views
1
comment
0
points
Most recent by
LHR301
March 4
CPD & Exams
New LTA regime - pre-2006 DB with no relevant BCEs
227
views
8
comments
0
points
Most recent by
les_cameron
March 1
Technical stuff
Are you a team leader or manager?
1.3K
views
39
comments
0
points
Most recent by
jonathanrider
February 28
Team leaders & managers
EIS, AIM and IHT query
289
views
4
comments
0
points
Most recent by
Amy
February 28
Technical stuff
Carry Forward + Salary Sacrifice + Tapered Annual Allowance
111
views
4
comments
0
points
Most recent by
Wildparaplanner
February 28
Technical stuff
AF1 and AF4 hardcopy
201
views
2
comments
0
points
Most recent by
Inna
February 27
CPD & Exams
Beneficiary's Drawdown
199
views
9
comments
0
points
Most recent by
PeterM
February 26
Technical stuff
Joint or 2x single SRs?
143
views
1
comment
0
points
Most recent by
benjaminfabi
February 22
General
Disclosing Fixed Fees
156
views
1
comment
0
points
Most recent by
benjaminfabi
February 22
Technical stuff
LSA / LSDBA transitional rules calculation
482
views
18
comments
0
points
Most recent by
les_cameron
February 22
Technical stuff
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