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Disproportionate bond gains
211
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6
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0
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Most recent by
les_cameron
October 17
Technical stuff
Freelance Paraplanner Seeking Clients
109
views
0
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0
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Started by
CParker
October 16
Outsourced & freelance paraplanners
Settlor's spouse/civil partner as beneficiary
75
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2
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0
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Most recent by
les_cameron
October 8
Technical stuff
CII R0 exam learning materials
112
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4
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0
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Most recent by
OlGan
October 7
CPD & Exams
Bondcalc - Updated
61
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0
comments
0
points
Started by
sentinel555
October 7
Technology & IT
Outsourced Paraplanning Charges
228
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4
comments
0
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Most recent by
benjaminfabi
October 2
Outsourced & freelance paraplanners
Labour Changes and Clients wishing to Take PCLS
423
views
17
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0
points
Most recent by
benjaminfabi
September 27
General
Freelance Paraplanning Work Opportunities
123
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0
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0
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Started by
Tory
September 27
Outsourced & freelance paraplanners
Time Apportionment Relief
61
views
4
comments
0
points
Most recent by
les_cameron
September 26
Technical stuff
Offshore bonds & VAT
93
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1
comment
0
points
Most recent by
TomLloyd_Read
September 26
Technical stuff
QROPS and TTFAC
88
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4
comments
0
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Most recent by
TomLloyd_Read
September 24
Technical stuff
TTFAC - operational practice
46
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0
comments
0
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Started by
benjaminfabi
September 24
Technical stuff
MPS and CIP Support
68
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0
comments
0
points
Started by
cottesmore22
September 19
Products & providers
Platform & Investment Research
275
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3
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0
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Most recent by
cottesmore22
September 19
Technology & IT
STEP Diploma
88
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1
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0
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Most recent by
SA96
September 19
CPD & Exams
AF4 - October Sitting
126
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2
comments
0
points
Most recent by
petorb
September 17
CPD & Exams
Enhanced Protection and Transitional Certificate
76
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3
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0
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Most recent by
SA96
September 13
Technical stuff
Pensions Engagement Season 2024 - useful resources
49
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0
comments
0
points
Started by
Ssandle
September 11
Supporter Tent
Top Slice Gain & Top Slice Relief
80
views
1
comment
0
points
Most recent by
les_cameron
September 9
Technical stuff
R0
66
views
0
comments
0
points
Started by
Chris1
September 8
CPD & Exams
LSA Reduction
79
views
1
comment
0
points
Most recent by
les_cameron
September 6
Technical stuff
Lasting Power of Attorney investment decisions
168
views
14
comments
0
points
Most recent by
GolfPutt21
September 5
Technical stuff
Alternatives to Property funds: REITs?
47
views
0
comments
0
points
Started by
MothiusManius
September 3
Products & providers
FSCS & offshore bonds
2.1K
views
8
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0
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Most recent by
HR246
September 3
Technical stuff
Questions from a prospective career switcher to paraplanning!
142
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2
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0
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Most recent by
HikerSean
September 2
New to paraplanning
Transcription software & AI meeting notes
188
views
7
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0
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Most recent by
Sean_Fernyhough
August 29
Technology & IT
Will Trust - Moving into care home
128
views
6
comments
0
points
Most recent by
les_cameron
August 28
Technical stuff
Trustees paying for the life cover of the settlor?
71
views
2
comments
0
points
Most recent by
SA96
August 21
Technical stuff
Exit charges in first ten years
100
views
3
comments
0
points
Most recent by
les_cameron
August 21
Technical stuff
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