The Big Tent

• Say hello!

  Announcement 9.9K views 190 comments 0 points Most recent by RFP November 30General
• Forum etiquette

  Announcement 1K 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
• Enhanced Protection, Protected Tax Free Cash & LSA

  12 views 0 comments 0 points Started by Sam_T December 4 Technical stuff
• Enhanced Protection with no protected lump sum?

  94 views 5 comments 0 points Most recent by PoppySheppard December 4Technical stuff
• Budget

  66 views 3 comments 0 points Most recent by richallum December 3Technical stuff
• Tax relief query

  36 views 3 comments 0 points Most recent by Jimbo December 1Technical stuff
• Moving to Plannr from Intelligent Office

  233 views 3 comments 0 points Most recent by RFP November 30Products & providers
• SSAS Asset Valuation - Accountant Question

  30 views 1 comment 0 points Most recent by benjaminfabi November 26Technical stuff
• Protected Tax-Free Cash & No LSA Remaining

  100 views 5 comments 0 points Most recent by les_cameron November 25Technical stuff
• IHT, Trusts, AIM and BR query!

  199 views 6 comments 0 points Most recent by Amy November 21Technical stuff
• NHS Scheme active member wanting to make additional pension contributions

  32 views 0 comments 0 points Started by TimMatthias November 20 General
• Annuity Protection - Proposed IHT Changes from 2027

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

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

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

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

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

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

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

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

  1.3K views 11 comments 0 points Most recent by Nath October 30New to paraplanning
• Paraplanning Case Management

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

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

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

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

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

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

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

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

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

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

  936 views 10 comments 0 points Most recent by amelia_alices October 14Technical stuff