The Big Tent

• LVL 6 exams

  367 views 4 comments 0 points Most recent by Steven_McBurnie May 2023CPD & Exams
• Cost and Charges Calculator

  154 views 2 comments 0 points Most recent by LWheel2003 May 2023Technical stuff
• Annual Reviews / FE Analytics / Simplybiz Annual Review Template

  172 views 0 comments 0 points Started by Colin1980 May 2023 General
• Tax on bond surrender - onshore

  125 views 2 comments 0 points Most recent by les_cameron May 2023Technical stuff
• AF8 - Assignment 3 - Do I completely disregard Assignment 2?

  415 views 0 comments 0 points Started by Hans123 May 2023 CPD & Exams
• Mortgage Broker - retrain as a Paraplanner?

  91 views 0 comments 0 points Started by MrsG26 May 2023 General
• Researching EURO denominated funds

  45 views 1 comment 0 points Most recent by TomLloyd_Read May 2023Technical stuff
• WOL policy in discretionary trust to use annual IHT exemptions

  101 views 2 comments 0 points Most recent by Wildparaplanner May 2023Technical stuff
• Fincalc (O&M) Feedback

  142 views 1 comment 0 points Most recent by PDH May 2023Products & providers
• FE Analytics issues

  289 views 7 comments 0 points Most recent by ChrisW May 2023Technology & IT
• Bonus Sacrifice with Tapered Annual Allowance

  117 views 2 comments 0 points Most recent by TimMatthias May 2023Technical stuff
• AF5

  281 views 1 comment 0 points Most recent by SophSmith May 2023CPD & Exams
• LTA and order of taking from each scheme

  140 views 5 comments 0 points Most recent by Nath April 2023Technical stuff
• Death and dying

  248 views 4 comments 0 points Most recent by Claire Goodwin April 2023Technical stuff
• Firm Compliance/Technical Support Providers

  85 views 1 comment 0 points Most recent by TimMatthias April 2023Products & providers
• Where to start for researching Sharia/Islamic compliant investments

  119 views 2 comments 0 points Most recent by TimMatthias April 2023Technical stuff
• Report Writing & File Check Processes?

  257 views 0 comments 0 points Started by leroyle April 2023 Paraplanning tips & tricks
• PCIAM June 2023

  346 views 2 comments 0 points Most recent by leroyle April 2023CPD & Exams
• SSAS administrators and self-trading Investment Accounts

  78 views 2 comments 0 points Most recent by GarethM April 2023Technical stuff
• Follow up questions from today's Online Assembly on lifetime allowance

  143 views 9 comments 0 points Most recent by richallum April 2023Technical stuff
• Comparing DFM OCF's with Current Funds

  164 views 2 comments 0 points Most recent by Nath April 2023Paraplanning tips & tricks
• Technical question re; TPAA - when to record the contribution date

  115 views 1 comment 0 points Most recent by TimMatthias April 2023Paraplanning tips & tricks
• Fixed Protection and TFC

  133 views 3 comments 0 points Most recent by GarethM April 2023Technical stuff
• Provider willing to accept pension with GAR over £30k with no positive recommendation

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

  327 views 3 comments 0 points Most recent by Hoolahan April 2023CPD & Exams
• Due Diligence

  220 views 2 comments 0 points Most recent by Richard April 2023Outsourced & freelance paraplanners
• Cii- AF4 & J10

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

  96 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?

  479 views 9 comments 0 points Most recent by les_cameron March 2023Technical stuff