The Big Tent

• Say hello!

  Announcement 10K views 191 comments 0 points Most recent by Finchley110 December 2025General
• 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
• Protected tax-free cash query

  13 views 2 comments 0 points Most recent by Wildparaplanner 5:22PMTechnical stuff
• what does a paraplanning case look like from start-to-finish?

  10 views 0 comments 0 points Started by rohan01 4:43PM New to paraplanning
• Microsoft Office test

  50 views 1 comment 0 points Most recent by sch0501 1:14PMParaplanning tips & tricks
• Learning about Document Workflows in Paraplanning (Benchmark)

  22 views 0 comments 0 points Started by rohan01 2:49AM General
• AIM shares and replacement property rules

  230 views 7 comments 0 points Most recent by les_cameron January 5Technical stuff
• TFC Recycling to fund spouse's pension

  76 views 5 comments 0 points Most recent by sch0501 December 2025Technical stuff
• Paraplanner looking for an Outsourced Paraplanning Role

  137 views 1 comment 0 points Most recent by Redawg31 December 2025Outsourced & freelance paraplanners
• Company-held Bonds/Gilts

  65 views 3 comments 0 points Most recent by GMRJM December 2025Technical stuff
• Enhanced Protection, Protected Tax Free Cash & LSA

  64 views 4 comments 0 points Most recent by les_cameron December 2025Technical stuff
• Budget

  149 views 9 comments 0 points Most recent by benjaminfabi December 2025Technical stuff
• Enhanced Protection with no protected lump sum?

  110 views 5 comments 0 points Most recent by PoppySheppard December 2025Technical stuff
• Tax relief query

  56 views 3 comments 0 points Most recent by Jimbo December 2025Technical stuff
• Moving to Plannr from Intelligent Office

  257 views 3 comments 0 points Most recent by RFP November 2025Products & providers
• SSAS Asset Valuation - Accountant Question

  37 views 1 comment 0 points Most recent by benjaminfabi November 2025Technical stuff
• Protected Tax-Free Cash & No LSA Remaining

  106 views 5 comments 0 points Most recent by les_cameron November 2025Technical stuff
• IHT, Trusts, AIM and BR query!

  210 views 6 comments 0 points Most recent by Amy November 2025Technical stuff
• NHS Scheme active member wanting to make additional pension contributions

  37 views 0 comments 0 points Started by TimMatthias November 2025 General
• Annuity Protection - Proposed IHT Changes from 2027

  93 views 4 comments 0 points Most recent by les_cameron November 2025Technical stuff
• Block Transfer

  70 views 5 comments 0 points Most recent by les_cameron November 2025Technical stuff
• Annuity guaranteed period - non-qualifying beneficiaries

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

  332 views 21 comments 0 points Most recent by les_cameron November 2025Technical stuff
• TTFAC - Post 75 Crystallisation Event

  53 views 2 comments 0 points Most recent by les_cameron November 2025Technical stuff
• FSCS protection for UK based GIA within an offshore bond

  49 views 2 comments 0 points Most recent by Wildparaplanner November 2025Technical stuff
• Offshore Bond & Discretionary Management - Tax-deferred allowance?

  46 views 2 comments 0 points Most recent by les_cameron November 2025Technical stuff
• Clients Requesting Investment Withdrawals - non advised

  1.3K views 11 comments 0 points Most recent by Nath October 2025New to paraplanning
• Paraplanning Case Management

  140 views 3 comments 0 points Most recent by Steven_McBurnie October 2025General
• Crystallised Pension Transfer - Consolidation Possible?

  52 views 1 comment 0 points Most recent by les_cameron October 2025Technical stuff
• Tax free cash + Pension contributions

  147 views 18 comments 0 points Most recent by amarshall October 2025Technical stuff
• Offering support for outsourced Paraplanning work as new start-up

  87 views 0 comments 0 points Started by Paraflo October 2025 Outsourced & freelance paraplanners