The Big Tent

• Outsourced Paraplanning Support Required - questions to ask

  429 views 2 comments 0 points Most recent by Joleneg March 2024Outsourced & freelance paraplanners
• Adding a class of beneficiary to an existing trust

  259 views 4 comments 0 points Most recent by les_cameron March 2024Technical stuff
• Relevant earnings for Pension contributions

  155 views 1 comment 0 points Most recent by les_cameron March 2024Technical stuff
• McCloud Remedy - What to contribute?

  234 views 2 comments 0 points Most recent by Sean_Fernyhough March 2024Technical stuff
• Enhanced tax-free cash query

  305 views 8 comments 0 points Most recent by SA96 March 2024Technical stuff
• Rules of Intestacy

  139 views 2 comments 0 points Most recent by Jen_Berwick March 2024Technical stuff
• Illiquid holding in SIPP

  205 views 3 comments 0 points Most recent by TomLloyd_Read March 2024Technical stuff
• Income strategy/tax calculation

  153 views 2 comments 0 points Most recent by TomLloyd_Read March 2024Technical stuff
• Recycling PCLS

  147 views 1 comment 0 points Most recent by les_cameron March 2024Technical stuff
• R02 Support

  282 views 5 comments 0 points Most recent by Jen_Berwick March 2024CPD & Exams
• Trust tax rates 2024/25

  203 views 3 comments 0 points Most recent by les_cameron March 2024Technical stuff
• Residential NRB and houseboats/barges

  212 views 2 comments 0 points Most recent by Sean_Fernyhough March 2024Technical stuff
• Updating suitability templates for 2024/25

  234 views 3 comments 0 points Most recent by Gustavo_Fring March 2024General
• Furnished Holiday Lettings from April 2025

  134 views 2 comments 0 points Most recent by les_cameron March 2024Technical stuff
• Is this considered an "opt out" in regards to DB advice?

  172 views 0 comments 0 points Started by Wildparaplanner March 2024 Technical stuff
• AF8 - Referencing

  559 views 1 comment 0 points Most recent by LHR301 March 2024CPD & Exams
• New LTA regime - pre-2006 DB with no relevant BCEs

  384 views 8 comments 0 points Most recent by les_cameron March 2024Technical stuff
• EIS, AIM and IHT query

  313 views 4 comments 0 points Most recent by Amy February 2024Technical stuff
• Carry Forward + Salary Sacrifice + Tapered Annual Allowance

  166 views 4 comments 0 points Most recent by Wildparaplanner February 2024Technical stuff
• AF1 and AF4 hardcopy

  318 views 2 comments 0 points Most recent by Inna February 2024CPD & Exams
• Beneficiary's Drawdown

  249 views 9 comments 0 points Most recent by PeterM February 2024Technical stuff
• Joint or 2x single SRs?

  169 views 1 comment 0 points Most recent by benjaminfabi February 2024General
• Disclosing Fixed Fees

  187 views 1 comment 0 points Most recent by benjaminfabi February 2024Technical stuff
• LSA / LSDBA transitional rules calculation

  742 views 18 comments 0 points Most recent by les_cameron February 2024Technical stuff
• Pension Term Assurance (PTA)

  185 views 4 comments 0 points Most recent by SA96 February 2024Technical stuff
• Judicial Pension Scheme (2022) / Adjusted Net Income

  212 views 3 comments 0 points Most recent by les_cameron February 2024Technical stuff
• New LSA and a disqualifying pension credit

  225 views 6 comments 0 points Most recent by les_cameron February 2024Technical stuff
• Tax wrapper comparison tool for trust clients

  223 views 0 comments 0 points Started by AngelaCam February 2024 Technical stuff
• New M&G Technical site

  200 views 0 comments 0 points Started by richallum February 2024 Technical stuff
• Lifetime Allowance Charge and MPAA problem

  189 views 4 comments 0 points Most recent by les_cameron February 2024Technical stuff