The Big Tent

• WOL policy in discretionary trust to use annual IHT exemptions

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  151 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

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

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

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

  1.1K views 2 comments 0 points Most recent by StephenS1990 April 2023CPD & Exams
• AllTrust

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

  107 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?

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

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

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

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

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

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

  1.1K views 5 comments 0 points Most recent by Wildparaplanner March 2023CPD & Exams
• LTA Changes & Inheritance Tax

  162 views 3 comments 0 points Most recent by richardgough March 2023Technical stuff