The Big Tent

• Calculating CGT on shares

  119 views 0 comments 0 points Started by caithall341 August 2024 Technical stuff
• Decumulation ATR Questionnaire

  152 views 2 comments 0 points Most recent by TimMatthias August 2024General
• Term assurance

  136 views 2 comments 0 points Most recent by Calvert76 August 2024Products & providers
• Scheme-specific lump sum protection — calculating a member’s entitlement

  350 views 4 comments 0 points Most recent by les_cameron August 2024Technical stuff
• Are you a team leader or manager?

  1.5K views 41 comments 0 points Most recent by Cwalker83 August 2024Team leaders & managers
• Paraplanning Services

  634 views 5 comments 0 points Most recent by Chris1 August 2024Outsourced & freelance paraplanners
• Freelance Chartered Paraplanner looking for new opportunities

  595 views 3 comments 0 points Most recent by Chris1 August 2024Outsourced & freelance paraplanners
• Freelance and Outsourced Paraplanner

  404 views 1 comment 0 points Most recent by Chris1 August 2024Outsourced & freelance paraplanners
• Losing Enhanced Protection whilst legislation issues persist

  119 views 4 comments 0 points Most recent by Wildparaplanner August 2024Technical stuff
• RO3 Onshore Bond Question

  292 views 5 comments 0 points Most recent by Amel23 August 2024CPD & Exams
• Existing Clients - Ad hoc Withdrawals

  253 views 4 comments 0 points Most recent by SA96 August 2024General
• AF4 - 7th March sitting

  568 views 13 comments 0 points Most recent by Wildparaplanner August 2024CPD & Exams
• Scheme-Specific Tax Free Cash

  196 views 5 comments 0 points Most recent by les_cameron July 2024Technical stuff
• TTFAC and previously taken SSPTFC

  78 views 1 comment 0 points Most recent by les_cameron July 2024Technical stuff
• Would this fall under DB transfer rules?

  132 views 4 comments 0 points Most recent by PeterM July 2024Technical stuff
• IPDI - tax treatment of portfolio

  236 views 3 comments 0 points Most recent by richardgough July 2024Technical stuff
• Proceeds from Trust wind up paid to minors - what can be done next?

  128 views 3 comments 0 points Most recent by benjaminfabi July 2024Technical stuff
• Ending IIP (IPDI) Trust within lifetime

  117 views 1 comment 0 points Most recent by richardgough July 2024Technical stuff
• Jointly owned property - co-habiting couple. IHT treatment on death.

  85 views 1 comment 0 points Most recent by les_cameron July 2024Technical stuff
• Need a boost to your CPD?

  142 views 0 comments 0 points Started by Theresa_Dixon July 2024 CPD & Exams
• Gifts of deferred consideration - 7 year clock timing

  84 views 2 comments 0 points Most recent by PippaO July 2024Technical stuff
• Time Apportionment Relief

  129 views 3 comments 0 points Most recent by les_cameron July 2024Technical stuff
• New money to an existing Loan Trust and TRS requirements

  72 views 1 comment 0 points Most recent by les_cameron July 2024Technical stuff
• MPS and KIID document disclosure

  161 views 0 comments 0 points Started by Wildparaplanner July 2024 Technical stuff
• TTFAC Calculation

  210 views 4 comments 0 points Most recent by MarkDevlin July 2024Technical stuff
• Buddy Transfer - One member missed the 12 month deadline

  93 views 3 comments 0 points Most recent by les_cameron July 2024Technical stuff
• Funding a Pension from an ISA

  206 views 3 comments 0 points Most recent by les_cameron July 2024Technical stuff
• The Transferable Nil Rate Band - Spouses

  140 views 2 comments 0 points Most recent by les_cameron July 2024Technical stuff
• Pension Contributions over the Annual Allowance

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

  79 views 0 comments 0 points Started by Zoe_Claire July 2024 Team leaders & managers