The Big Tent

• Taking FAD to create income to gift

  100 views 3 comments 0 points Most recent by les_cameron July 3Technical stuff
• Death during a pension transfer

  78 views 2 comments 0 points Most recent by Kat_Mock June 30Technical stuff
• RNRB and annuity guarantee periods

  89 views 3 comments 0 points Most recent by benjaminfabi June 30Technical stuff
• Cash flow modelling inflation rates - what we using?

  154 views 5 comments 0 points Most recent by Spaniel_Sandal June 30General
• Gilt portfolio services on platform?

  111 views 1 comment 0 points Most recent by AlexFreeman June 16Products & providers
• WOL policy for company director's personal benefit

  67 views 2 comments 0 points Most recent by PippaO June 12Technical stuff
• CRBOT for Onshore Bond in Trust

  95 views 2 comments 0 points Most recent by sch0501 June 8Technical stuff
• Any outsourced firms subcontracting at the moment?

  112 views 0 comments 0 points Started by ELM June 3 Outsourced & freelance paraplanners
• the Pension Review

  129 views 2 comments 0 points Most recent by smith May 27Technical stuff
• Freelance/Outsourced Paraplanning Temporary Contract Work

  268 views 4 comments 0 points Most recent by FullAid May 26Outsourced & freelance paraplanners
• Outsourced Paraplanners needed!

  657 views 2 comments 0 points Most recent by Leighton1 May 24Outsourced & freelance paraplanners
• Multiple Onshore Bonds on the same day - Why?

  172 views 7 comments 0 points Most recent by Colinstewart76 May 22Technical stuff
• BTS AF5 Workshop

  55 views 0 comments 0 points Started by cbeaumont May 15 CPD & Exams
• CRBOT

  85 views 1 comment 0 points Most recent by les_cameron May 14Technical stuff
• Pensions - EoW and Beneficiary Drawdown

  88 views 1 comment 0 points Most recent by les_cameron May 14Technical stuff
• Paraplanner looking for an Outsourced Paraplanning Role

  416 views 3 comments 0 points Most recent by TREG01 May 12Outsourced & freelance paraplanners
• Pensions we can help with that the client can self manage

  82 views 4 comments 0 points Most recent by benjaminfabi May 7Technical stuff
• Pension Recycling

  81 views 1 comment 0 points Most recent by les_cameron April 30Technical stuff
• Post 65 GMP DB pension transfer query

  76 views 3 comments 0 points Most recent by les_cameron April 29Technical stuff
• DB SSAS

  74 views 1 comment 0 points Most recent by richardgough April 28Technical stuff
• Anyone experienced Freelance Paraplanning Abroad?

  143 views 1 comment 0 points Most recent by AlbertaNK April 22Outsourced & freelance paraplanners
• Beneficiary of SIPP query

  74 views 2 comments 0 points Most recent by Amy April 22Technical stuff
• Time tracking software

  152 views 4 comments 0 points Most recent by davidhewitt April 22Outsourced & freelance paraplanners
• Loans to beneficiaries

  91 views 3 comments 0 points Most recent by Colinstewart76 April 10Technical stuff
• CII - LTC - CF8 - BTS

  99 views 2 comments 0 points Most recent by Admin April 7CPD & Exams
• Gift out of discretionary trust into bare trust

  225 views 5 comments 0 points Most recent by les_cameron March 31Technical stuff
• Updating suitability templates for 2026/27

  123 views 0 comments 0 points Started by smith March 31 General
• Bond Chargeable Gain Query

  221 views 9 comments 0 points Most recent by Colinstewart76 March 30Technical stuff
• HMRC Clearance on pension transfer

  110 views 3 comments 0 points Most recent by TomLloyd_Read March 26Technical stuff
• Land and Buildings Transaction Tax and Additional Dwelling Supplement

  47 views 1 comment 0 points Most recent by les_cameron March 24Technical stuff