The Big Tent

• SSAS administrators and self-trading Investment Accounts

  110 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

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

  138 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

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

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

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

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

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

  97 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?

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

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

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

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

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

  123 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

  160 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

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

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

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

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

  139 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

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

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

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

  67 views 0 comments 0 points Started by Andy_Schleider February 2023 Technology & IT