The Big Tent

• Loan Trust

  55 views 2 comments 0 points Most recent by richardgough January 21Technical stuff
• VCT & pension contributions

  402 views 13 comments 0 points Most recent by les_cameron January 20Technical stuff
• Vulnerable Persons Trust Election

  48 views 2 comments 0 points Most recent by les_cameron January 20Technical stuff
• AIM shares and replacement property rules

  389 views 12 comments 0 points Most recent by les_cameron January 16Technical stuff
• Protected tax-free cash query

  98 views 5 comments 0 points Most recent by les_cameron January 8Technical stuff
• Microsoft Office test

  91 views 1 comment 0 points Most recent by sch0501 January 6Paraplanning tips & tricks
• TFC Recycling to fund spouse's pension

  210 views 5 comments 0 points Most recent by sch0501 December 2025Technical stuff
• Company-held Bonds/Gilts

  89 views 3 comments 0 points Most recent by GMRJM December 2025Technical stuff
• Enhanced Protection, Protected Tax Free Cash & LSA

  90 views 4 comments 0 points Most recent by les_cameron December 2025Technical stuff
• Budget

  162 views 9 comments 0 points Most recent by benjaminfabi December 2025Technical stuff
• Tax relief query

  72 views 3 comments 0 points Most recent by Jimbo December 2025Technical stuff
• Moving to Plannr from Intelligent Office

  281 views 3 comments 0 points Most recent by RFP November 2025Products & providers
• SSAS Asset Valuation - Accountant Question

  49 views 1 comment 0 points Most recent by benjaminfabi November 2025Technical stuff
• Protected Tax-Free Cash & No LSA Remaining

  129 views 5 comments 0 points Most recent by les_cameron November 2025Technical stuff
• IHT, Trusts, AIM and BR query!

  225 views 6 comments 0 points Most recent by Amy November 2025Technical stuff
• NHS Scheme active member wanting to make additional pension contributions

  46 views 0 comments 0 points Started by TimMatthias November 2025 General
• Annuity Protection - Proposed IHT Changes from 2027

  117 views 4 comments 0 points Most recent by les_cameron November 2025Technical stuff
• Block Transfer

  75 views 5 comments 0 points Most recent by les_cameron November 2025Technical stuff
• Annuity guaranteed period - non-qualifying beneficiaries

  68 views 6 comments 0 points Most recent by les_cameron November 2025Technical stuff
• Changes to scheme specific tax free cash - May 2025 ?

  353 views 21 comments 0 points Most recent by les_cameron November 2025Technical stuff
• TTFAC - Post 75 Crystallisation Event

  58 views 2 comments 0 points Most recent by les_cameron November 2025Technical stuff
• FSCS protection for UK based GIA within an offshore bond

  54 views 2 comments 0 points Most recent by Wildparaplanner November 2025Technical stuff
• Offshore Bond & Discretionary Management - Tax-deferred allowance?

  55 views 2 comments 0 points Most recent by les_cameron November 2025Technical stuff
• Clients Requesting Investment Withdrawals - non advised

  1.3K views 11 comments 0 points Most recent by Nath October 2025New to paraplanning
• Paraplanning Case Management

  155 views 3 comments 0 points Most recent by Steven_McBurnie October 2025General
• Crystallised Pension Transfer - Consolidation Possible?

  59 views 1 comment 0 points Most recent by les_cameron October 2025Technical stuff
• Tax free cash + Pension contributions

  152 views 18 comments 0 points Most recent by amarshall October 2025Technical stuff
• Offering support for outsourced Paraplanning work as new start-up

  126 views 0 comments 0 points Started by Paraflo October 2025 Outsourced & freelance paraplanners
• Tapered annual allowance

  57 views 2 comments 0 points Most recent by benjaminfabi October 2025Technical stuff
• Client with PTFC & Fixed Protection 2014

  73 views 1 comment 0 points Most recent by les_cameron October 2025Technical stuff