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Say hello!
Announcement
10K
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194
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0
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Most recent by
Admin
January 23
General
Forum etiquette
Announcement
1K
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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
1.9K
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0
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0
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Started by
Admin
March 2019
General
Getting started in the Big Tent
Announcement
2.2K
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0
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0
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Started by
Admin
March 2016
General
Enhanced Protection with no protected lump sum?
132
views
7
comments
0
points
Most recent by
SA96
January 23
Technical stuff
Annuity Death Benefits & RNRB
28
views
1
comment
0
points
Most recent by
les_cameron
January 23
Technical stuff
Tax-free cash recycling
22
views
1
comment
0
points
Most recent by
les_cameron
January 23
Technical stuff
Annuities purchased with beneficiary drawdown money
41
views
5
comments
0
points
Most recent by
les_cameron
January 23
Technical stuff
Strictly Come Platforming
36
views
1
comment
0
points
Most recent by
Nathan
January 22
General
Loan Trust
36
views
2
comments
0
points
Most recent by
richardgough
January 21
Technical stuff
VCT & pension contributions
372
views
13
comments
0
points
Most recent by
les_cameron
January 20
Technical stuff
Vulnerable Persons Trust Election
43
views
2
comments
0
points
Most recent by
les_cameron
January 20
Technical stuff
AIM shares and replacement property rules
298
views
12
comments
0
points
Most recent by
les_cameron
January 16
Technical stuff
Protected tax-free cash query
77
views
5
comments
0
points
Most recent by
les_cameron
January 8
Technical stuff
Microsoft Office test
76
views
1
comment
0
points
Most recent by
sch0501
January 6
Paraplanning tips & tricks
TFC Recycling to fund spouse's pension
145
views
5
comments
0
points
Most recent by
sch0501
December 2025
Technical stuff
Paraplanner looking for an Outsourced Paraplanning Role
167
views
1
comment
0
points
Most recent by
Redawg31
December 2025
Outsourced & freelance paraplanners
Company-held Bonds/Gilts
73
views
3
comments
0
points
Most recent by
GMRJM
December 2025
Technical stuff
Enhanced Protection, Protected Tax Free Cash & LSA
72
views
4
comments
0
points
Most recent by
les_cameron
December 2025
Technical stuff
Budget
155
views
9
comments
0
points
Most recent by
benjaminfabi
December 2025
Technical stuff
Tax relief query
59
views
3
comments
0
points
Most recent by
Jimbo
December 2025
Technical stuff
Moving to Plannr from Intelligent Office
260
views
3
comments
0
points
Most recent by
RFP
November 2025
Products & providers
SSAS Asset Valuation - Accountant Question
41
views
1
comment
0
points
Most recent by
benjaminfabi
November 2025
Technical stuff
Protected Tax-Free Cash & No LSA Remaining
111
views
5
comments
0
points
Most recent by
les_cameron
November 2025
Technical stuff
IHT, Trusts, AIM and BR query!
216
views
6
comments
0
points
Most recent by
Amy
November 2025
Technical stuff
NHS Scheme active member wanting to make additional pension contributions
38
views
0
comments
0
points
Started by
TimMatthias
November 2025
General
Annuity Protection - Proposed IHT Changes from 2027
102
views
4
comments
0
points
Most recent by
les_cameron
November 2025
Technical stuff
Block Transfer
70
views
5
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0
points
Most recent by
les_cameron
November 2025
Technical stuff
Annuity guaranteed period - non-qualifying beneficiaries
62
views
6
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0
points
Most recent by
les_cameron
November 2025
Technical stuff
Changes to scheme specific tax free cash - May 2025 ?
341
views
21
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0
points
Most recent by
les_cameron
November 2025
Technical stuff
TTFAC - Post 75 Crystallisation Event
54
views
2
comments
0
points
Most recent by
les_cameron
November 2025
Technical stuff
FSCS protection for UK based GIA within an offshore bond
50
views
2
comments
0
points
Most recent by
Wildparaplanner
November 2025
Technical stuff
Offshore Bond & Discretionary Management - Tax-deferred allowance?
51
views
2
comments
0
points
Most recent by
les_cameron
November 2025
Technical stuff
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