The Big Tent

• Outsourcing Paraplanning Start Up

  387 views 2 comments 0 points Most recent by MariaEvans24 June 2024Outsourced & freelance paraplanners
• Replacing a bond without bring the capital into consideration for the local authority for care fees

  195 views 3 comments 0 points Most recent by les_cameron June 2024Technical stuff
• Transitional Tax Free Amount - specific case

  182 views 4 comments 0 points Most recent by LLB June 2024Technical stuff
• Unmarried couple investing £300K. Doesn't feel right to me.

  202 views 2 comments 0 points Most recent by TimMatthias June 2024Technical stuff
• Investment linked / With Profits Annuities

  172 views 3 comments 0 points Most recent by MothiusManius June 2024Products & providers
• Fund Charges

  209 views 4 comments 0 points Most recent by Wildparaplanner June 2024Technical stuff
• Clients who are using the pension for IHT - When do you take the lump sum?

  192 views 1 comment 0 points Most recent by les_cameron June 2024Technical stuff
• Transitional Tax Free Amount enquiry for specific client case

  338 views 10 comments 0 points Most recent by MothiusManius June 2024Technical stuff
• Pensions Transfers and IHT

  193 views 7 comments 0 points Most recent by Kelly June 2024Technical stuff
• Onshore Bond in Trust. Trustee moved to USA.

  171 views 3 comments 0 points Most recent by TimMatthias June 2024Technical stuff
• Help with DD report writing

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

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

  764 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

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

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

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

  340 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?

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

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

  892 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

  259 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

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

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

  219 views 3 comments 0 points Most recent by les_cameron April 2024Technical stuff