The Big Tent

• Provider willing to accept pension with GAR over £30k with no positive recommendation

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

  324 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

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

  94 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

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

  264 views 1 comment 0 points Most recent by DaleLucas March 2023CPD & Exams
• Non UK Citizen Advice

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

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

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

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

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

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

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

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

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

  427 views 3 comments 0 points Most recent by benjaminfabi March 2023CPD & Exams
• Queues on IO

  119 views 0 comments 0 points Started by smith February 2023 Technology & IT
• AF1

  288 views 1 comment 0 points Most recent by SophSmith February 2023CPD & Exams
• Student with ISA in USA - How Taxed & Can they Contribute

  145 views 1 comment 0 points Most recent by TimMatthias February 2023Products & providers
• Onshore investment bond tax-relief top slicing calc

  292 views 6 comments 0 points Most recent by Elgrandelulu February 2023Technical stuff
• Cost disclosures

  245 views 2 comments 0 points Most recent by benjaminfabi February 2023Technical stuff
• Website hosting and updates

  55 views 0 comments 0 points Started by Andy_Schleider February 2023 Technology & IT
• Carry Forward & Employer Contributions

  131 views 1 comment 0 points Most recent by les_cameron February 2023Technical stuff
• Looks a bit pricey

  180 views 4 comments 0 points Most recent by Nath February 2023Products & providers
• Vitality savings plans

  115 views 4 comments 0 points Most recent by Nath February 2023General
• Pension Works

  69 views 0 comments 0 points Started by Hes February 2023 Products & providers
• AF5

  248 views 2 comments 0 points Most recent by Alexandra1512 February 2023CPD & Exams