The Big Tent

• You don't need to include cost comparisons in pension switching reports ...

  275 views 5 comments 0 points Most recent by benjaminfabi August 2023Technical stuff
• Offshore Bond In Trust: Assign or Surrender?

  891 views 3 comments 0 points Most recent by les_cameron August 2023Technical stuff
• Client portals - Cashcalc v Intelliflo which is best?

  435 views 1 comment 0 points Most recent by TimMatthias July 2023Technology & IT
• Making gifts to benefit recipients

  89 views 1 comment 0 points Most recent by richardgough July 2023General
• Professional Indemnity Insurance

  874 views 7 comments 0 points Most recent by Geoff July 2023Outsourced & freelance paraplanners
• Safe/Sustainable Withdrawal Rates

  175 views 2 comments 0 points Most recent by Nath July 2023Technical stuff
• How does your firm structure paraplanning?

  259 views 2 comments 0 points Most recent by ruthiebusybee July 2023General
• AF5 Workshop

  133 views 1 comment 0 points Most recent by LuizaBTS July 2023CPD & Exams
• AF8 Assignment 2

  1K views 1 comment 0 points Most recent by Livergoose July 2023CPD & Exams
• Paying private school fees via Ltd Company

  1.5K views 3 comments 0 points Most recent by TomLloyd_Read June 2023Technical stuff
• (Yet more) Top-slicing changes

  172 views 1 comment 0 points Most recent by paranoidplanner June 2023Technical stuff
• Paraplanner Manager - What does it entail exactly?

  489 views 5 comments 0 points Most recent by Pietro June 2023Team leaders & managers
• R01 FSCS Compensation Question help please

  182 views 2 comments 0 points Most recent by georgeross99 June 2023CPD & Exams
• New SSAS

  156 views 3 comments 0 points Most recent by amarshall June 2023Technical stuff
• Curtis Banks SIPP query

  126 views 1 comment 0 points Most recent by Steven_McBurnie June 2023Technical stuff
• Director holdings in PLC - moving shares from SSAS to SIPP

  73 views 0 comments 0 points Started by Wildparaplanner June 2023 Technical stuff
• RNRB & Downsizing Relief - Technical Question

  128 views 3 comments 0 points Most recent by richardgough June 2023Technical stuff
• Offshore Bond providers who offer Term Deposits

  102 views 2 comments 0 points Most recent by PeterM June 2023Products & providers
• MWPA 1882 and powers held by the trustees to vary beneficiary

  154 views 2 comments 0 points Most recent by ruthiebusybee June 2023Technical stuff
• GIAs & Bonds held in SIPP

  966 views 2 comments 0 points Most recent by les_cameron June 2023Technical stuff
• Smart Pension Charges

  93 views 0 comments 0 points Started by TimMatthias May 2023 Products & providers
• TRS Headache

  190 views 3 comments 0 points Most recent by Wildparaplanner May 2023Technical stuff
• Offshore Bond Technical Support

  141 views 3 comments 0 points Most recent by les_cameron May 2023Technical stuff
• Difference between J09 and R06

  322 views 2 comments 0 points Most recent by Vics03 May 2023CPD & Exams
• LVL 6 exams

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

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

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

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

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

  173 views 0 comments 0 points Started by MrsG26 May 2023 General