The Big Tent

• Annual allowance and carry forward

  93 views 4 comments 0 points Most recent by les_cameron October 1Technical stuff
• excess pension commencement lump sum and MPAA

  54 views 4 comments 0 points Most recent by les_cameron September 30Technical stuff
• Suitability Report Writing Software

  191 views 1 comment 0 points Most recent by Steven_McBurnie September 25Technology & IT
• Offshore Bond in Discretionary Trust - Taxation on Death

  69 views 4 comments 0 points Most recent by GMRJM September 24Technical stuff
• Providing advice for insistent client

  113 views 4 comments 0 points Most recent by GolfPutt21 September 22General
• Is this a capital purchase or spending from income?

  69 views 3 comments 0 points Most recent by les_cameron September 17Technical stuff
• Normal Expenditure out of Income - ISA

  88 views 4 comments 0 points Most recent by LLB September 16Technical stuff
• IHT from 2027 and insurable interest now

  80 views 2 comments 0 points Most recent by TomLloyd_Read September 10Technical stuff
• DIM and Agent as Client

  62 views 1 comment 0 points Most recent by benjaminfabi September 4Technical stuff
• Taking qualifications with both CII and CISI

  177 views 3 comments 0 points Most recent by Radnor September 2CPD & Exams
• GIAs for corporate accounts

  68 views 1 comment 0 points Most recent by benjaminfabi August 29Products & providers
• QROPS and TTFAC

  234 views 9 comments 0 points Most recent by TomLloyd_Read August 29Technical stuff
• Using Crystallised Pension for purchase of Pension Annuity AND Pension Transfer

  107 views 4 comments 0 points Most recent by les_cameron August 21Technical stuff
• Investment Pathways

  522 views 10 comments 0 points Most recent by Sean_Fernyhough August 20Technical stuff
• Pension sharing orders

  94 views 2 comments 0 points Most recent by timblowers August 18Paraplanning tips & tricks
• Pension Post 2027 question

  233 views 10 comments 0 points Most recent by les_cameron August 12Technical stuff
• Stand alone lump sum & MPAA

  61 views 3 comments 0 points Most recent by les_cameron August 12Technical stuff
• How Are VAT-Inclusive Discounts Handled?

  49 views 1 comment 0 points Most recent by jamies_taylor August 9Technical stuff
• Employer contributions / Annual allowance

  95 views 2 comments 0 points Most recent by benjaminfabi August 6Technical stuff
• Offshore bonds & VAT

  361 views 3 comments 0 points Most recent by evelyn_emma August 6Technical stuff
• GWR - property gifting

  64 views 1 comment 0 points Most recent by richardgough August 5Technical stuff
• DFMs and VAT

  342 views 2 comments 0 points Most recent by JamesmiaaAva August 4Technical stuff
• Partial and Full bond surrenders

  76 views 2 comments 0 points Most recent by smith August 1Technical stuff
• Carried forward NRB and gifting

  49 views 6 comments 0 points Most recent by Wildparaplanner July 31Technical stuff
• Associates Wanting 'Free' Advice

  184 views 4 comments 0 points Most recent by Scotsgirl86 July 28General
• Outsourced Paraplanners needed!

  379 views 1 comment 0 points Most recent by Scotsgirl86 July 28Outsourced & freelance paraplanners
• IHT and Moving Abroad

  81 views 2 comments 0 points Most recent by PippaO July 27Technical stuff
• CISI Scotland - 28 August 2025 (Edinburgh)

  66 views 1 comment 0 points Most recent by Steven_McBurnie July 26CPD & Exams
• Pensions & IHT

  164 views 9 comments 0 points Most recent by smith July 24Technical stuff
• Maximum tax free cash pre A Day

  46 views 2 comments 0 points Most recent by richallum July 24Technical stuff