The Big Tent

• Say hello!

  Announcement 9.7K views 186 comments 0 points Most recent by richallum March 31General
• Forum etiquette

  Announcement 973 views 0 comments 0 points Started by benjaminfabi December 2019 General
• Updated: Paid for and licensed material

  Announcement 1.9K views 0 comments 0 points Started by Admin March 2019 General
• Getting started in the Big Tent

  Announcement 2.2K views 0 comments 0 points Started by Admin March 2016 General
• Auto Rebalancing functionality on platforms

  39 views 2 comments 0 points Most recent by benjaminfabi April 17Technical stuff
• Copilot

  11 views 0 comments 0 points Started by Sean_Fernyhough April 17 General
• Reduction in relief for AIM

  35 views 1 comment 0 points Most recent by SA96 April 16Technical stuff
• Report checking

  46 views 1 comment 0 points Most recent by smith April 16Paraplanning tips & tricks
• Trying to break into Financial Planning

  48 views 1 comment 0 points Most recent by sch0501 April 16New to paraplanning
• Withdrawing pension money as a POA to gift to son

  49 views 2 comments 0 points Most recent by les_cameron April 16Technical stuff
• CPD for Paraplanners

  70 views 2 comments 0 points Most recent by Steven_McBurnie April 15CPD & Exams
• 10% Drop Notifications

  110 views 2 comments 0 points Most recent by fredboiii95 April 12Technical stuff
• DGT query

  151 views 7 comments 0 points Most recent by les_cameron April 10Technical stuff
• Quick Bond surrender question....

  44 views 2 comments 0 points Most recent by Amy April 9Technical stuff
• JISA & ISA

  47 views 3 comments 0 points Most recent by GarethM April 9Technical stuff
• Purchase of an Annuity logistics

  43 views 2 comments 0 points Most recent by Nathan April 9Administrator's Tent
• Scottish Widows Platform Paraplanner Room - new articles

  30 views 0 comments 0 points Started by Ssandle April 9 Supporter Tent
• Standalone Lump Sum Payment

  49 views 1 comment 0 points Most recent by les_cameron April 4Technical stuff
• Ask the expert - Business protection with Jon Hall, Scottish Widows

  55 views 3 comments 0 points Most recent by les_cameron April 3Technical stuff
• Trainee Paraplanner progression scheme

  69 views 2 comments 0 points Most recent by PTLeader April 2Team leaders & managers
• Tax consequences of spousal transfers

  229 views 13 comments 0 points Most recent by les_cameron April 1Technical stuff
• Valuations

  34 views 0 comments 0 points Started by smith April 1 General
• Partial Annuity - MPAA

  59 views 2 comments 0 points Most recent by les_cameron March 27Technical stuff
• Gifts out of surplus income

  262 views 11 comments 0 points Most recent by amelia1983 March 26Technical stuff
• What AI tools or services are you using or looking at?

  700 views 26 comments 0 points Most recent by benjaminfabi March 21Technology & IT
• Overseas Transfer Allowance

  46 views 1 comment 0 points Most recent by les_cameron March 20Technical stuff
• Phased Drawdown Calculator

  94 views 4 comments 0 points Most recent by ruthiebusybee March 17Technical stuff
• Carried interest

  43 views 0 comments 0 points Started by LiliS March 14 Technical stuff
• Teachers' Pension Scheme - PIAs

  65 views 2 comments 0 points Most recent by benjaminfabi March 13Technical stuff
• Missing base costs for CGT

  83 views 2 comments 0 points Most recent by richallum March 11Technical stuff
• Phased Surrender of Offshore Investment Bonds

  63 views 4 comments 0 points Most recent by CharlieSmithson March 11Technical stuff
• Offshore bond surrender - tax calc method check...

  97 views 5 comments 0 points Most recent by les_cameron March 3Technical stuff
• VCT & pension contributions

  188 views 9 comments 0 points Most recent by les_cameron February 27Technical stuff