The Big Tent

• Mortgage Broker - retrain as a Paraplanner?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  149 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

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

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

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

  1K views 2 comments 0 points Most recent by StephenS1990 April 2023CPD & Exams
• AllTrust

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

  100 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?

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

  271 views 2 comments 0 points Most recent by TomLloyd_Read March 2023Technology & IT
• Trainee Advisor

  285 views 1 comment 0 points Most recent by DaleLucas March 2023CPD & Exams
• Non UK Citizen Advice

  112 views 2 comments 0 points Most recent by DanAtkinsonUK March 2023Technical stuff
• Conquest Financial Planning (new AI financial planning tool)

  297 views 3 comments 0 points Most recent by DanAtkinsonUK March 2023Technology & IT
• Provider Research

  124 views 1 comment 0 points Most recent by Caro March 2023Products & providers