The Big Tent

• Say hello!

  Announcement 9.4K views 185 comments 0 points Most recent by MlleCameron September 24General
• Forum etiquette

  Announcement 949 views 0 comments 0 points Started by benjaminfabi December 2019 General
• Updated: Paid for and licensed material

  Announcement 1.8K 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
• CII R0 exam learning materials

  25 views 2 comments 0 points Most recent by Wildparaplanner 8:27AMCPD & Exams
• Outsourced Paraplanning Charges

  81 views 4 comments 0 points Most recent by benjaminfabi October 2Outsourced & freelance paraplanners
• Labour Changes and Clients wishing to Take PCLS

  221 views 17 comments 0 points Most recent by benjaminfabi September 27General
• Freelance Paraplanning Work Opportunities

  41 views 0 comments 0 points Started by Tory September 27 Outsourced & freelance paraplanners
• Time Apportionment Relief

  47 views 4 comments 0 points Most recent by les_cameron September 26Technical stuff
• Offshore bonds & VAT

  31 views 1 comment 0 points Most recent by TomLloyd_Read September 26Technical stuff
• QROPS and TTFAC

  33 views 4 comments 0 points Most recent by TomLloyd_Read September 24Technical stuff
• TTFAC - operational practice

  30 views 0 comments 0 points Started by benjaminfabi September 24 Technical stuff
• MPS and CIP Support

  50 views 0 comments 0 points Started by cottesmore22 September 19 Products & providers
• Platform & Investment Research

  243 views 3 comments 0 points Most recent by cottesmore22 September 19Technology & IT
• STEP Diploma

  54 views 1 comment 0 points Most recent by SA96 September 19CPD & Exams
• AF4 - October Sitting

  85 views 2 comments 0 points Most recent by petorb September 17CPD & Exams
• Enhanced Protection and Transitional Certificate

  65 views 3 comments 0 points Most recent by SA96 September 13Technical stuff
• Pensions Engagement Season 2024 - useful resources

  39 views 0 comments 0 points Started by Ssandle September 11 Supporter Tent
• Top Slice Gain & Top Slice Relief

  66 views 1 comment 0 points Most recent by les_cameron September 9Technical stuff
• R0

  53 views 0 comments 0 points Started by Chris1 September 8 CPD & Exams
• LSA Reduction

  68 views 1 comment 0 points Most recent by les_cameron September 6Technical stuff
• Lasting Power of Attorney investment decisions

  138 views 14 comments 0 points Most recent by GolfPutt21 September 5Technical stuff
• Agent as Client for DIMs and changing DIMs

  48 views 0 comments 0 points Started by Wildparaplanner September 4 General
• Alternatives to Property funds: REITs?

  45 views 0 comments 0 points Started by MothiusManius September 3 Products & providers
• FSCS & offshore bonds

  2.1K views 8 comments 0 points Most recent by HR246 September 3Technical stuff
• Questions from a prospective career switcher to paraplanning!

  116 views 2 comments 0 points Most recent by HikerSean September 2New to paraplanning
• Transcription software & AI meeting notes

  142 views 7 comments 0 points Most recent by Sean_Fernyhough August 29Technology & IT
• Will Trust - Moving into care home

  104 views 6 comments 0 points Most recent by les_cameron August 28Technical stuff
• Trustees paying for the life cover of the settlor?

  63 views 2 comments 0 points Most recent by SA96 August 21Technical stuff
• Exit charges in first ten years

  92 views 3 comments 0 points Most recent by les_cameron August 21Technical stuff
• Calculating CGT on shares

  72 views 0 comments 0 points Started by caithall341 August 21 Technical stuff
• Decumulation ATR Questionnaire

  87 views 2 comments 0 points Most recent by TimMatthias August 21General
• Moving to Plannr from Intelligent Office

  55 views 0 comments 0 points Started by JLaw01553 August 19 Products & providers