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Say hello!
Announcement
9.7K
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186
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Most recent by
richallum
March 31
General
Forum etiquette
Announcement
973
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0
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Started by
benjaminfabi
December 2019
General
Updated: Paid for and licensed material
Announcement
1.9K
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Started by
Admin
March 2019
General
Getting started in the Big Tent
Announcement
2.2K
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0
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Started by
Admin
March 2016
General
Auto Rebalancing functionality on platforms
39
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2
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0
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Most recent by
benjaminfabi
April 17
Technical stuff
Copilot
11
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0
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0
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Started by
Sean_Fernyhough
April 17
General
Reduction in relief for AIM
35
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1
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0
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Most recent by
SA96
April 16
Technical stuff
Report checking
46
views
1
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0
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Most recent by
smith
April 16
Paraplanning tips & tricks
Trying to break into Financial Planning
48
views
1
comment
0
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Most recent by
sch0501
April 16
New to paraplanning
Withdrawing pension money as a POA to gift to son
49
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2
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0
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Most recent by
les_cameron
April 16
Technical stuff
CPD for Paraplanners
70
views
2
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0
points
Most recent by
Steven_McBurnie
April 15
CPD & Exams
10% Drop Notifications
110
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2
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0
points
Most recent by
fredboiii95
April 12
Technical stuff
DGT query
151
views
7
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0
points
Most recent by
les_cameron
April 10
Technical stuff
Quick Bond surrender question....
44
views
2
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0
points
Most recent by
Amy
April 9
Technical stuff
JISA & ISA
47
views
3
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0
points
Most recent by
GarethM
April 9
Technical stuff
Purchase of an Annuity logistics
43
views
2
comments
0
points
Most recent by
Nathan
April 9
Administrator's Tent
Scottish Widows Platform Paraplanner Room - new articles
30
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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 4
Technical stuff
Ask the expert - Business protection with Jon Hall, Scottish Widows
55
views
3
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0
points
Most recent by
les_cameron
April 3
Technical stuff
Trainee Paraplanner progression scheme
69
views
2
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0
points
Most recent by
PTLeader
April 2
Team leaders & managers
Tax consequences of spousal transfers
229
views
13
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0
points
Most recent by
les_cameron
April 1
Technical 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 27
Technical stuff
Gifts out of surplus income
262
views
11
comments
0
points
Most recent by
amelia1983
March 26
Technical stuff
What AI tools or services are you using or looking at?
700
views
26
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0
points
Most recent by
benjaminfabi
March 21
Technology & IT
Overseas Transfer Allowance
46
views
1
comment
0
points
Most recent by
les_cameron
March 20
Technical stuff
Phased Drawdown Calculator
94
views
4
comments
0
points
Most recent by
ruthiebusybee
March 17
Technical stuff
Carried interest
43
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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 13
Technical stuff
Missing base costs for CGT
83
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2
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0
points
Most recent by
richallum
March 11
Technical stuff
Phased Surrender of Offshore Investment Bonds
63
views
4
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0
points
Most recent by
CharlieSmithson
March 11
Technical stuff
Offshore bond surrender - tax calc method check...
97
views
5
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0
points
Most recent by
les_cameron
March 3
Technical stuff
VCT & pension contributions
188
views
9
comments
0
points
Most recent by
les_cameron
February 27
Technical stuff
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