The Big Tent

• Cost and Charges Calculator

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  147 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

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

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

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

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

  112 views 1 comment 0 points Most recent by richardgough April 2023Products & providers
• PPF / PSO/ Death of Primary member

  89 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?

  489 views 9 comments 0 points Most recent by les_cameron March 2023Technical stuff
• Report Writing Software

  258 views 2 comments 0 points Most recent by TomLloyd_Read March 2023Technology & IT