The Big Tent

• Family Investment Company - GIA or Bond?

  117 views 7 comments 0 points Most recent by les_cameron February 5Technical stuff
• TFP Calculators

  107 views 2 comments 0 points Most recent by RobCollins February 4Technology & IT
• Advisory AI

  289 views 4 comments 0 points Most recent by Sean_Fernyhough February 4Technology & IT
• Pre/Post 31/10/24 CGT

  45 views 3 comments 0 points Most recent by PippaO February 3Technical stuff
• Moving to Plannr from Intelligent Office

  119 views 1 comment 0 points Most recent by parawhat January 31Products & providers
• Tax Free cash, LTA and Protection

  156 views 8 comments 0 points Most recent by Nathan January 29Technical stuff
• Pensions and IHT - what is a 'transfer'?

  76 views 4 comments 0 points Most recent by benjaminfabi January 29Technical stuff
• DC to DC transfers, ill health and IHT (and IHT from 2027!)

  60 views 2 comments 0 points Most recent by les_cameron January 28Technical stuff
• P1 Platform

  39 views 0 comments 0 points Started by JLaw01553 January 28 Products & providers
• Transitional Tax-Free Cash again

  74 views 3 comments 0 points Most recent by les_cameron January 27Technical stuff
• AF8 Assignment 3

  109 views 0 comments 0 points Started by irosie January 27 CPD & Exams
• Transferrable RNRB - technical question

  122 views 7 comments 0 points Most recent by les_cameron January 24Technical stuff
• Lasting Power of Attorney and Deprivation of Assets

  79 views 6 comments 0 points Most recent by TimMatthias January 23Technical stuff
• Vulnerability Training

  78 views 3 comments 0 points Most recent by mhawker January 23General
• Trusts, MPS and Investment Policy Statements

  42 views 1 comment 0 points Most recent by les_cameron January 21Technical stuff
• Views on a couple of technology providers

  78 views 0 comments 0 points Started by Wildparaplanner January 15 Technology & IT
• Task Management System

  115 views 5 comments 0 points Most recent by benjaminfabi January 13Products & providers
• Help for a Job Interview

  220 views 7 comments 0 points Most recent by Nathan January 10New to paraplanning
• Data gathering

  61 views 1 comment 0 points Most recent by Nathan January 10General
• Structured Training for Trainee Paraplanner

  537 views 7 comments 0 points Most recent by amelia1983 January 7Team leaders & managers
• What qualifications are needed for DB pension reports

  94 views 3 comments 0 points Most recent by JouneyToFreelance January 7CPD & Exams
• QROPS and TTFAC

  144 views 5 comments 0 points Most recent by Graham_Turner January 3Technical stuff
• Allowable expenses

  84 views 1 comment 0 points Most recent by Wildparaplanner December 2024Technical stuff
• Moving Administrator to Paraplanners and Paraplanners to Wealth Managers

  90 views 0 comments 0 points Started by MLokhandwala December 2024 Team leaders & managers
• Drawing taxable income from pension to fund WOL policy

  164 views 8 comments 0 points Most recent by les_cameron December 2024Technical stuff
• Full transfer of GMP to a lifetime annuity

  131 views 10 comments 0 points Most recent by Wildparaplanner December 2024Technical stuff
• Interaction of Loans, Gifts and CLTs

  60 views 3 comments 0 points Most recent by benjaminfabi December 2024Technical stuff
• People who took PCLS before the Budget and returned it using "cancellation rights"

  262 views 3 comments 0 points Most recent by benjaminfabi December 2024Technical stuff
• Canada Life pension transfer to the UK

  89 views 2 comments 0 points Most recent by les_cameron December 2024Technical stuff
• AF8 Assignment 3

  763 views 7 comments 0 points Most recent by MaggieT December 2024CPD & Exams