The Big Tent

• Due Diligence

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

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

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

  95 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?

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

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

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

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

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

  122 views 1 comment 0 points Most recent by Caro March 2023Products & providers
• AF8 Assignment 1

  1K views 5 comments 0 points Most recent by Wildparaplanner March 2023CPD & Exams
• LTA Changes & Inheritance Tax

  158 views 3 comments 0 points Most recent by richardgough March 2023Technical stuff
• New Podcast

  91 views 0 comments 0 points Started by CQplanning March 2023 General
• Some useful links, groups and other bits and pieces for paraplanners

  177 views 2 comments 0 points Most recent by Caro March 2023General
• DFM / Maximum Ongoing Charges

  157 views 0 comments 0 points Started by ParaplannerFP March 2023 Paraplanning tips & tricks
• HNW/UHNW Case Study Resources

  107 views 0 comments 0 points Started by Elgrandelulu March 2023 General
• Exam credits - double bubble

  523 views 3 comments 0 points Most recent by benjaminfabi March 2023CPD & Exams
• Queues on IO

  134 views 0 comments 0 points Started by smith February 2023 Technology & IT
• AF1

  312 views 1 comment 0 points Most recent by SophSmith February 2023CPD & Exams
• Student with ISA in USA - How Taxed & Can they Contribute

  198 views 1 comment 0 points Most recent by TimMatthias February 2023Products & providers
• Onshore investment bond tax-relief top slicing calc

  319 views 6 comments 0 points Most recent by Elgrandelulu February 2023Technical stuff
• Cost disclosures

  260 views 2 comments 0 points Most recent by benjaminfabi February 2023Technical stuff
• Website hosting and updates

  64 views 0 comments 0 points Started by Andy_Schleider February 2023 Technology & IT
• Carry Forward & Employer Contributions

  142 views 1 comment 0 points Most recent by les_cameron February 2023Technical stuff
• Looks a bit pricey

  193 views 4 comments 0 points Most recent by Nath February 2023Products & providers
• Vitality savings plans

  139 views 4 comments 0 points Most recent by Nath February 2023General
• Pension Works

  76 views 0 comments 0 points Started by Hes February 2023 Products & providers
• AF5

  265 views 2 comments 0 points Most recent by Alexandra1512 February 2023CPD & Exams
• From Paraplanner to Financial Planner

  354 views 4 comments 0 points Most recent by Nath February 2023General
• Moneyinfo factfind

  287 views 2 comments 0 points Most recent by BryceClark22 February 2023Technology & IT