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Say hello!
Announcement
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194
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Most recent by
Admin
January 23
General
Forum etiquette
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Started by
benjaminfabi
December 2019
General
Updated: Paid for and licensed material
Announcement
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Started by
Admin
March 2019
General
Getting started in the Big Tent
Announcement
2.2K
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Started by
Admin
March 2016
General
FEI Analytics versus Fintegrate
79
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10
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Most recent by
sollemoigne
1:27PM
Technology & IT
Informal gathering for outsourced paraplanners & administrators
37
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0
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Started by
richallum
February 2
Outsourced & freelance paraplanners
Looking at a career change - have some questions
74
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2
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0
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Most recent by
Admin
January 30
General
Breaching LSA due to retrospective changes
62
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3
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Most recent by
LouiseD
January 28
Technical stuff
Income Protection and being over insured?
63
views
4
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0
points
Most recent by
benjaminfabi
January 27
Technical stuff
Enhanced Protection with no protected lump sum?
166
views
9
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0
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Most recent by
PoppySheppard
January 26
Technical stuff
LSA & Protected TFC
34
views
2
comments
0
points
Most recent by
les_cameron
January 26
Technical stuff
Tax-free cash recycling
53
views
2
comments
0
points
Most recent by
amarshall
January 26
Technical stuff
Annuity Death Benefits & RNRB
47
views
1
comment
0
points
Most recent by
les_cameron
January 23
Technical stuff
Annuities purchased with beneficiary drawdown money
56
views
5
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0
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Most recent by
les_cameron
January 23
Technical stuff
Strictly Come Platforming
61
views
1
comment
0
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Most recent by
Nathan
January 22
General
Loan Trust
45
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2
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0
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Most recent by
richardgough
January 21
Technical stuff
VCT & pension contributions
384
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13
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0
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Most recent by
les_cameron
January 20
Technical stuff
Vulnerable Persons Trust Election
48
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2
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0
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Most recent by
les_cameron
January 20
Technical stuff
AIM shares and replacement property rules
328
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12
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0
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Most recent by
les_cameron
January 16
Technical stuff
Protected tax-free cash query
82
views
5
comments
0
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Most recent by
les_cameron
January 8
Technical stuff
Microsoft Office test
81
views
1
comment
0
points
Most recent by
sch0501
January 6
Paraplanning tips & tricks
TFC Recycling to fund spouse's pension
165
views
5
comments
0
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Most recent by
sch0501
December 2025
Technical stuff
Paraplanner looking for an Outsourced Paraplanning Role
188
views
1
comment
0
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Most recent by
Redawg31
December 2025
Outsourced & freelance paraplanners
Company-held Bonds/Gilts
76
views
3
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0
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Most recent by
GMRJM
December 2025
Technical stuff
Enhanced Protection, Protected Tax Free Cash & LSA
74
views
4
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0
points
Most recent by
les_cameron
December 2025
Technical stuff
Budget
160
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9
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Most recent by
benjaminfabi
December 2025
Technical stuff
Tax relief query
64
views
3
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0
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Most recent by
Jimbo
December 2025
Technical stuff
Moving to Plannr from Intelligent Office
270
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3
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0
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Most recent by
RFP
November 2025
Products & providers
SSAS Asset Valuation - Accountant Question
43
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1
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0
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Most recent by
benjaminfabi
November 2025
Technical stuff
Protected Tax-Free Cash & No LSA Remaining
117
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5
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0
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Most recent by
les_cameron
November 2025
Technical stuff
IHT, Trusts, AIM and BR query!
221
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6
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0
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Most recent by
Amy
November 2025
Technical stuff
NHS Scheme active member wanting to make additional pension contributions
39
views
0
comments
0
points
Started by
TimMatthias
November 2025
General
Annuity Protection - Proposed IHT Changes from 2027
106
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4
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0
points
Most recent by
les_cameron
November 2025
Technical stuff
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