The Big Tent

• Best cashflow tool 2024

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

  218 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

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

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

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

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

  319 views 3 comments 0 points Most recent by richallum May 2024Technical stuff
• Centralised Investment Proposition (CIP) Creation

  903 views 8 comments 0 points Most recent by richallum May 2024Technical stuff
• Annuity for a dependant child

  139 views 0 comments 0 points Started by PeterM May 2024 Technical stuff
• Chain of title - resigning trustee and appointing new trustees

  278 views 9 comments 0 points Most recent by les_cameron May 2024Technical stuff
• IHT planning and LPAs

  168 views 1 comment 0 points Most recent by les_cameron May 2024Technical stuff
• SIPP provider that facilitates charity contributions via payroll?

  189 views 2 comments 0 points Most recent by richardgough May 2024Technical stuff
• CF6 mortgage advice

  154 views 0 comments 0 points Started by mcshelton April 2024 CPD & Exams
• Bare Trust Taxation

  186 views 2 comments 0 points Most recent by Sean_Fernyhough April 2024Technical stuff
• Wealthcraft (formerly Plum)

  352 views 2 comments 0 points Most recent by DaleLucas April 2024Technology & IT
• TTFAC and QROPS repatriation

  231 views 3 comments 0 points Most recent by les_cameron April 2024Technical stuff
• RO2 Exam

  473 views 5 comments 0 points Most recent by gmeldrum April 2024CPD & Exams
• Prior Recognition of Learning - CISI to CII

  226 views 1 comment 0 points Most recent by AnnBrand April 2024CPD & Exams
• Trusts for vulnerable beneficiaries

  216 views 2 comments 0 points Most recent by Sean_Fernyhough April 2024Technical stuff
• Cost Comparisons / OCF & Transaction Cost

  211 views 2 comments 0 points Most recent by Colin1980 April 2024Technical stuff
• Good educational pieces around advising US citizens?

  210 views 3 comments 0 points Most recent by richallum April 2024CPD & Exams
• Paraplanning checklist

  366 views 0 comments 0 points Started by Joleneg April 2024 Outsourced & freelance paraplanners
• Partial Drawdown Transfers to Purchase a Lifetime Annuity

  1K views 7 comments 0 points Most recent by les_cameron April 2024Technical stuff
• VCTs - Ongoing Advice Fees?

  458 views 3 comments 0 points Most recent by benjaminfabi April 2024Technical stuff
• Settlor/trustee without capacity

  118 views 1 comment 0 points Most recent by les_cameron April 2024Technical stuff
• Pension Contribution Over 75's

  372 views 5 comments 0 points Most recent by katielockyer April 2024Technical stuff
• Lifetime Annuity within a SIPP

  129 views 0 comments 0 points Started by Wildparaplanner April 2024 Products & providers
• TTFAC and pre-commencement pensions

  704 views 14 comments 0 points Most recent by SA96 April 2024Technical stuff