The Big Tent

• Annual Reviews / FE Analytics / Simplybiz Annual Review Template

  161 views 0 comments 0 points Started by Colin1980 May 2023 General
• Tax on bond surrender - onshore

  124 views 2 comments 0 points Most recent by les_cameron May 2023Technical stuff
• AF8 - Assignment 3 - Do I completely disregard Assignment 2?

  401 views 0 comments 0 points Started by Hans123 May 2023 CPD & Exams
• Mortgage Broker - retrain as a Paraplanner?

  91 views 0 comments 0 points Started by MrsG26 May 2023 General
• Researching EURO denominated funds

  45 views 1 comment 0 points Most recent by TomLloyd_Read May 2023Technical stuff
• WOL policy in discretionary trust to use annual IHT exemptions

  98 views 2 comments 0 points Most recent by Wildparaplanner May 2023Technical stuff
• Fincalc (O&M) Feedback

  138 views 1 comment 0 points Most recent by PDH May 2023Products & providers
• FE Analytics issues

  285 views 7 comments 0 points Most recent by ChrisW May 2023Technology & IT
• Bonus Sacrifice with Tapered Annual Allowance

  117 views 2 comments 0 points Most recent by TimMatthias May 2023Technical stuff
• AF5

  267 views 1 comment 0 points Most recent by SophSmith May 2023CPD & Exams
• LTA and order of taking from each scheme

  139 views 5 comments 0 points Most recent by Nath April 2023Technical stuff
• Death and dying

  248 views 4 comments 0 points Most recent by Claire Goodwin April 2023Technical stuff
• Firm Compliance/Technical Support Providers

  81 views 1 comment 0 points Most recent by TimMatthias April 2023Products & providers
• Where to start for researching Sharia/Islamic compliant investments

  116 views 2 comments 0 points Most recent by TimMatthias April 2023Technical stuff
• Report Writing & File Check Processes?

  244 views 0 comments 0 points Started by leroyle April 2023 Paraplanning tips & tricks
• PCIAM June 2023

  344 views 2 comments 0 points Most recent by leroyle April 2023CPD & Exams
• SSAS administrators and self-trading Investment Accounts

  76 views 2 comments 0 points Most recent by GarethM April 2023Technical stuff
• Follow up questions from today's Online Assembly on lifetime allowance

  142 views 9 comments 0 points Most recent by richallum April 2023Technical stuff
• Comparing DFM OCF's with Current Funds

  158 views 2 comments 0 points Most recent by Nath April 2023Paraplanning tips & tricks
• Technical question re; TPAA - when to record the contribution date

  111 views 1 comment 0 points Most recent by TimMatthias April 2023Paraplanning tips & tricks
• Fixed Protection and TFC

  132 views 3 comments 0 points Most recent by GarethM April 2023Technical stuff
• Provider willing to accept pension with GAR over £30k with no positive recommendation

  74 views 0 comments 0 points Started by MothiusManius April 2023 Products & providers
• R06 April 2023

  321 views 3 comments 0 points Most recent by Hoolahan April 2023CPD & Exams
• Due Diligence

  216 views 2 comments 0 points Most recent by Richard April 2023Outsourced & freelance paraplanners
• Cii- AF4 & J10

  661 views 2 comments 0 points Most recent by StephenS1990 April 2023CPD & Exams
• AllTrust

  92 views 1 comment 0 points Most recent by richardgough April 2023Products & providers
• PPF / PSO/ Death of Primary member

  65 views 1 comment 0 points Most recent by les_cameron April 2023Technical stuff
• LTA Tax charge scrapped 2023/24 with LTA removed 2024/25 - planning considerations?

  477 views 9 comments 0 points Most recent by les_cameron March 2023Technical stuff
• Report Writing Software

  226 views 2 comments 0 points Most recent by TomLloyd_Read March 2023Technology & IT
• Trainee Advisor

  262 views 1 comment 0 points Most recent by DaleLucas March 2023CPD & Exams