The Big Tent

• Say hello!

  Announcement 9.9K views 189 comments 0 points Most recent by Jstzoxo October 9General
• Forum etiquette

  Announcement 998 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
• Annuity Protection - Proposed IHT Changes from 2027

  49 views 4 comments 0 points Most recent by les_cameron November 12Technical stuff
• Block Transfer

  61 views 5 comments 0 points Most recent by les_cameron November 6Technical stuff
• Annuity guaranteed period - non-qualifying beneficiaries

  41 views 6 comments 0 points Most recent by les_cameron November 5Technical stuff
• Changes to scheme specific tax free cash - May 2025 ?

  300 views 21 comments 0 points Most recent by les_cameron November 4Technical stuff
• TTFAC - Post 75 Crystallisation Event

  39 views 2 comments 0 points Most recent by les_cameron November 4Technical stuff
• FSCS protection for UK based GIA within an offshore bond

  29 views 2 comments 0 points Most recent by Wildparaplanner November 4Technical stuff
• Paraplanner looking for an Outsourced Paraplanning Role

  48 views 0 comments 0 points Started by OllieR030 November 4 Outsourced & freelance paraplanners
• Offshore Bond & Discretionary Management - Tax-deferred allowance?

  36 views 2 comments 0 points Most recent by les_cameron November 3Technical stuff
• Clients Requesting Investment Withdrawals - non advised

  1.2K views 11 comments 0 points Most recent by Nath October 30New to paraplanning
• Paraplanning Case Management

  116 views 3 comments 0 points Most recent by Steven_McBurnie October 29General
• Crystallised Pension Transfer - Consolidation Possible?

  42 views 1 comment 0 points Most recent by les_cameron October 29Technical stuff
• Tax free cash + Pension contributions

  138 views 18 comments 0 points Most recent by amarshall October 27Technical stuff
• Offering support for outsourced Paraplanning work as new start-up

  60 views 0 comments 0 points Started by Paraflo October 22 Outsourced & freelance paraplanners
• Tapered annual allowance

  52 views 2 comments 0 points Most recent by benjaminfabi October 22Technical stuff
• Client with PTFC & Fixed Protection 2014

  62 views 1 comment 0 points Most recent by les_cameron October 22Technical stuff
• Career shift: planner to paraplanner move?

  146 views 4 comments 0 points Most recent by Planner12 October 21General
• LSA calculation query pre 2006

  110 views 9 comments 0 points Most recent by les_cameron October 17Technical stuff
• SSAS - 'unallocated' contributions

  94 views 5 comments 0 points Most recent by les_cameron October 15Technical stuff
• Help! I just went over the VAT threshold – what happens now?

  99 views 3 comments 0 points Most recent by amelia_alices October 15General
• VAT and adviser charging

  909 views 10 comments 0 points Most recent by amelia_alices October 14Technical stuff
• Moving to Plannr from Intelligent Office

  200 views 2 comments 0 points Most recent by Abrahaj October 8Products & providers
• Annual allowance and carry forward

  92 views 4 comments 0 points Most recent by les_cameron October 1Technical stuff
• excess pension commencement lump sum and MPAA

  53 views 4 comments 0 points Most recent by les_cameron September 30Technical stuff
• Suitability Report Writing Software

  182 views 1 comment 0 points Most recent by Steven_McBurnie September 25Technology & IT
• Offshore Bond in Discretionary Trust - Taxation on Death

  67 views 4 comments 0 points Most recent by GMRJM September 24Technical stuff
• Providing advice for insistent client

  107 views 4 comments 0 points Most recent by GolfPutt21 September 22General
• Is this a capital purchase or spending from income?

  67 views 3 comments 0 points Most recent by les_cameron September 17Technical stuff
• Normal Expenditure out of Income - ISA

  88 views 4 comments 0 points Most recent by LLB September 16Technical stuff
• IHT from 2027 and insurable interest now

  78 views 2 comments 0 points Most recent by TomLloyd_Read September 10Technical stuff