The Big Tent

• Freelance Paraplanner Seeking Clients

  236 views 0 comments 0 points Started by CParker October 2024 Outsourced & freelance paraplanners
• Settlor's spouse/civil partner as beneficiary

  126 views 2 comments 0 points Most recent by les_cameron October 2024Technical stuff
• CII R0 exam learning materials

  316 views 4 comments 0 points Most recent by OlGan October 2024CPD & Exams
• Bondcalc - Updated

  118 views 0 comments 0 points Started by sentinel555 October 2024 Technology & IT
• Outsourced Paraplanning Charges

  619 views 4 comments 0 points Most recent by benjaminfabi October 2024Outsourced & freelance paraplanners
• Labour Changes and Clients wishing to Take PCLS

  524 views 17 comments 0 points Most recent by benjaminfabi September 2024General
• Freelance Paraplanning Work Opportunities

  277 views 0 comments 0 points Started by Tory September 2024 Outsourced & freelance paraplanners
• Time Apportionment Relief

  87 views 4 comments 0 points Most recent by les_cameron September 2024Technical stuff
• TTFAC - operational practice

  88 views 0 comments 0 points Started by benjaminfabi September 2024 Technical stuff
• MPS and CIP Support

  105 views 0 comments 0 points Started by cottesmore22 September 2024 Products & providers
• Platform & Investment Research

  323 views 3 comments 0 points Most recent by cottesmore22 September 2024Technology & IT
• STEP Diploma

  271 views 1 comment 0 points Most recent by SA96 September 2024CPD & Exams
• AF4 - October Sitting

  333 views 2 comments 0 points Most recent by petorb September 2024CPD & Exams
• Enhanced Protection and Transitional Certificate

  114 views 3 comments 0 points Most recent by SA96 September 2024Technical stuff
• Pensions Engagement Season 2024 - useful resources

  95 views 0 comments 0 points Started by Ssandle September 2024 Supporter Tent
• Top Slice Gain & Top Slice Relief

  162 views 1 comment 0 points Most recent by les_cameron September 2024Technical stuff
• R0

  108 views 0 comments 0 points Started by Chris1 September 2024 CPD & Exams
• LSA Reduction

  107 views 1 comment 0 points Most recent by les_cameron September 2024Technical stuff
• Lasting Power of Attorney investment decisions

  386 views 14 comments 0 points Most recent by GolfPutt21 September 2024Technical stuff
• Alternatives to Property funds: REITs?

  98 views 0 comments 0 points Started by MothiusManius September 2024 Products & providers
• FSCS & offshore bonds

  2.4K views 8 comments 0 points Most recent by HR246 September 2024Technical stuff
• Questions from a prospective career switcher to paraplanning!

  266 views 2 comments 0 points Most recent by HikerSean September 2024New to paraplanning
• Transcription software & AI meeting notes

  368 views 7 comments 0 points Most recent by Sean_Fernyhough August 2024Technology & IT
• Will Trust - Moving into care home

  295 views 6 comments 0 points Most recent by les_cameron August 2024Technical stuff
• Trustees paying for the life cover of the settlor?

  113 views 2 comments 0 points Most recent by SA96 August 2024Technical stuff
• Exit charges in first ten years

  129 views 3 comments 0 points Most recent by les_cameron August 2024Technical stuff
• Calculating CGT on shares

  118 views 0 comments 0 points Started by caithall341 August 2024 Technical stuff
• Decumulation ATR Questionnaire

  149 views 2 comments 0 points Most recent by TimMatthias August 2024General
• Term assurance

  134 views 2 comments 0 points Most recent by Calvert76 August 2024Products & providers
• Scheme-specific lump sum protection — calculating a member’s entitlement

  348 views 4 comments 0 points Most recent by les_cameron August 2024Technical stuff