The Big Tent

• Pension Contributions over the Annual Allowance

  108 views 2 comments 0 points Most recent by les_cameron July 2024Technical stuff
• Client Support / Administrator Team Leader Group

  77 views 0 comments 0 points Started by Zoe_Claire July 2024 Team leaders & managers
• Scottish Pension Tax Relief

  175 views 3 comments 0 points Most recent by BryceClark22 July 2024Technical stuff
• Purchased Life Annuity

  279 views 6 comments 0 points Most recent by PeterM July 2024Products & providers
• Enhanced Protection, LSDBA, uncrystallised and crystallised funds, death pre 75

  145 views 4 comments 0 points Most recent by Rebtix July 2024Technical stuff
• illustration requirements

  218 views 3 comments 0 points Most recent by Nath July 2024General
• AF4 v PCIAM

  262 views 4 comments 0 points Most recent by Steven_McBurnie June 2024CPD & Exams
• Certificate in Paraplanning vs Diploma in Regulated Financial Planning

  358 views 4 comments 0 points Most recent by JouneyToFreelance June 2024CPD & Exams
• SSTFC

  132 views 2 comments 0 points Most recent by Sean_Fernyhough June 2024Technical stuff
• Outsourcing Paraplanning Start Up

  408 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

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

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

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

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

  224 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?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  316 views 3 comments 0 points Most recent by richallum May 2024Technical stuff