The Big Tent

• Help with DD report writing

  284 views 0 comments 0 points Started by Ssandle June 2024 Paraplanning tips & tricks
• TechTalk from Scottish Widows

  258 views 0 comments 0 points Started by Ssandle June 2024 Supporter Tent
• Best cashflow tool 2024

  743 views 5 comments 0 points Most recent by benjaminfabi June 2024Technology & IT
• EIS, VCT & BR

  208 views 3 comments 0 points Most recent by BhanuVekria June 2024Technical stuff
• FCA SDR (Sustainability Disclosure Requirements) / Anti-Greenwashing rule - ESG portfolios

  149 views 0 comments 0 points Started by PippaO May 2024 Technical stuff
• What does your firm do for clients with tiny legacy pension pots?

  339 views 4 comments 0 points Most recent by MothiusManius May 2024General
• Trustee Bank Accounts

  211 views 2 comments 0 points Most recent by MothiusManius May 2024Technical stuff
• AF8 - Tax year query

  338 views 4 comments 0 points Most recent by elspel May 2024CPD & Exams
• Borrowing for Business Relief investment

  182 views 1 comment 0 points Most recent by les_cameron May 2024Technical stuff
• R02 Support Update - what next?

  235 views 2 comments 0 points Most recent by AnnBrand May 2024CPD & Exams
• Centralised Retirement Propositions (CRP)

  295 views 3 comments 0 points Most recent by richallum May 2024Technical stuff
• Centralised Investment Proposition (CIP) Creation

  891 views 8 comments 0 points Most recent by richallum May 2024Technical stuff
• Annuity for a dependant child

  127 views 0 comments 0 points Started by PeterM May 2024 Technical stuff
• Chain of title - resigning trustee and appointing new trustees

  257 views 9 comments 0 points Most recent by les_cameron May 2024Technical stuff
• IHT planning and LPAs

  155 views 1 comment 0 points Most recent by les_cameron May 2024Technical stuff
• SIPP provider that facilitates charity contributions via payroll?

  185 views 2 comments 0 points Most recent by richardgough May 2024Technical stuff
• CF6 mortgage advice

  143 views 0 comments 0 points Started by mcshelton April 2024 CPD & Exams
• Bare Trust Taxation

  169 views 2 comments 0 points Most recent by Sean_Fernyhough April 2024Technical stuff
• Wealthcraft (formerly Plum)

  331 views 2 comments 0 points Most recent by DaleLucas April 2024Technology & IT
• TTFAC and QROPS repatriation

  217 views 3 comments 0 points Most recent by les_cameron April 2024Technical stuff
• RO2 Exam

  408 views 5 comments 0 points Most recent by gmeldrum April 2024CPD & Exams
• Prior Recognition of Learning - CISI to CII

  212 views 1 comment 0 points Most recent by AnnBrand April 2024CPD & Exams
• Trusts for vulnerable beneficiaries

  204 views 2 comments 0 points Most recent by Sean_Fernyhough April 2024Technical stuff
• Cost Comparisons / OCF & Transaction Cost

  199 views 2 comments 0 points Most recent by Colin1980 April 2024Technical stuff
• Good educational pieces around advising US citizens?

  209 views 3 comments 0 points Most recent by richallum April 2024CPD & Exams
• Paraplanning checklist

  346 views 0 comments 0 points Started by Joleneg April 2024 Outsourced & freelance paraplanners
• Partial Drawdown Transfers to Purchase a Lifetime Annuity

  784 views 7 comments 0 points Most recent by les_cameron April 2024Technical stuff
• VCTs - Ongoing Advice Fees?

  415 views 3 comments 0 points Most recent by benjaminfabi April 2024Technical stuff
• Settlor/trustee without capacity

  116 views 1 comment 0 points Most recent by les_cameron April 2024Technical stuff
• Pension Contribution Over 75's

  354 views 5 comments 0 points Most recent by katielockyer April 2024Technical stuff