The Big Tent

• Bonus Sacrifice with Tapered Annual Allowance

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

  353 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

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

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

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

  411 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

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

  199 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

  150 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

  114 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

  250 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

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

  106 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

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

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

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

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

  128 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

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

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

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

  171 views 0 comments 0 points Started by ParaplannerFP March 2023 Paraplanning tips & tricks