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September 24
General
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benjaminfabi
December 2019
General
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Admin
March 2019
General
Getting started in the Big Tent
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Admin
March 2016
General
CII R0 exam learning materials
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Wildparaplanner
8:27AM
CPD & Exams
Outsourced Paraplanning Charges
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benjaminfabi
October 2
Outsourced & freelance paraplanners
Labour Changes and Clients wishing to Take PCLS
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benjaminfabi
September 27
General
Freelance Paraplanning Work Opportunities
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Tory
September 27
Outsourced & freelance paraplanners
Time Apportionment Relief
47
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4
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Most recent by
les_cameron
September 26
Technical stuff
Offshore bonds & VAT
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TomLloyd_Read
September 26
Technical stuff
QROPS and TTFAC
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4
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Most recent by
TomLloyd_Read
September 24
Technical stuff
TTFAC - operational practice
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Started by
benjaminfabi
September 24
Technical stuff
MPS and CIP Support
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cottesmore22
September 19
Products & providers
Platform & Investment Research
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Most recent by
cottesmore22
September 19
Technology & IT
STEP Diploma
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SA96
September 19
CPD & Exams
AF4 - October Sitting
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petorb
September 17
CPD & Exams
Enhanced Protection and Transitional Certificate
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SA96
September 13
Technical stuff
Pensions Engagement Season 2024 - useful resources
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Ssandle
September 11
Supporter Tent
Top Slice Gain & Top Slice Relief
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les_cameron
September 9
Technical stuff
R0
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Chris1
September 8
CPD & Exams
LSA Reduction
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les_cameron
September 6
Technical stuff
Lasting Power of Attorney investment decisions
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14
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GolfPutt21
September 5
Technical stuff
Agent as Client for DIMs and changing DIMs
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Started by
Wildparaplanner
September 4
General
Alternatives to Property funds: REITs?
45
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Started by
MothiusManius
September 3
Products & providers
FSCS & offshore bonds
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8
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HR246
September 3
Technical stuff
Questions from a prospective career switcher to paraplanning!
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HikerSean
September 2
New to paraplanning
Transcription software & AI meeting notes
142
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7
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Sean_Fernyhough
August 29
Technology & IT
Will Trust - Moving into care home
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les_cameron
August 28
Technical stuff
Trustees paying for the life cover of the settlor?
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SA96
August 21
Technical stuff
Exit charges in first ten years
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Most recent by
les_cameron
August 21
Technical stuff
Calculating CGT on shares
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Started by
caithall341
August 21
Technical stuff
Decumulation ATR Questionnaire
87
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Most recent by
TimMatthias
August 21
General
Moving to Plannr from Intelligent Office
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Started by
JLaw01553
August 19
Products & providers
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