The Big Tent

• 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

  79 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?

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

  341 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

  156 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

  131 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

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

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

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

  647 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

  215 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
• Non UK Citizen Advice

  81 views 2 comments 0 points Most recent by DanAtkinsonUK March 2023Technical stuff
• Conquest Financial Planning (new AI financial planning tool)

  258 views 3 comments 0 points Most recent by DanAtkinsonUK March 2023Technology & IT
• Provider Research

  114 views 1 comment 0 points Most recent by Caro March 2023Products & providers
• AF8 Assignment 1

  809 views 5 comments 0 points Most recent by Wildparaplanner March 2023CPD & Exams
• LTA Changes & Inheritance Tax

  145 views 3 comments 0 points Most recent by richardgough March 2023Technical stuff
• New Podcast

  86 views 0 comments 0 points Started by CQplanning March 2023 General
• Some useful links, groups and other bits and pieces for paraplanners

  164 views 2 comments 0 points Most recent by Caro March 2023General
• DFM / Maximum Ongoing Charges

  143 views 0 comments 0 points Started by ParaplannerFP March 2023 Paraplanning tips & tricks
• HNW/UHNW Case Study Resources

  91 views 0 comments 0 points Started by Elgrandelulu March 2023 General
• Exam credits - double bubble

  420 views 3 comments 0 points Most recent by benjaminfabi March 2023CPD & Exams