The Big Tent

• Calculating CGT on shares

  72 views 0 comments 0 points Started by caithall341 August 21 Technical stuff
• Decumulation ATR Questionnaire

  87 views 2 comments 0 points Most recent by TimMatthias August 21General
• Moving to Plannr from Intelligent Office

  56 views 0 comments 0 points Started by JLaw01553 August 19 Products & providers
• Term assurance

  86 views 2 comments 0 points Most recent by Calvert76 August 17Products & providers
• Scheme-specific lump sum protection — calculating a member’s entitlement

  265 views 4 comments 0 points Most recent by les_cameron August 14Technical stuff
• Are you a team leader or manager?

  1.4K views 41 comments 0 points Most recent by Cwalker83 August 14Team leaders & managers
• Paraplanning Services

  495 views 5 comments 0 points Most recent by Chris1 August 13Outsourced & freelance paraplanners
• Freelance Chartered Paraplanner looking for new opportunities

  455 views 3 comments 0 points Most recent by Chris1 August 13Outsourced & freelance paraplanners
• Freelance and Outsourced Paraplanner

  336 views 1 comment 0 points Most recent by Chris1 August 13Outsourced & freelance paraplanners
• Losing Enhanced Protection whilst legislation issues persist

  69 views 4 comments 0 points Most recent by Wildparaplanner August 13Technical stuff
• RO3 Onshore Bond Question

  138 views 5 comments 0 points Most recent by Amel23 August 9CPD & Exams
• Existing Clients - Ad hoc Withdrawals

  119 views 4 comments 0 points Most recent by SA96 August 9General
• AF4 - 7th March sitting

  498 views 13 comments 0 points Most recent by Wildparaplanner August 6CPD & Exams
• Scheme-Specific Tax Free Cash

  122 views 5 comments 0 points Most recent by les_cameron July 31Technical stuff
• TTFAC and previously taken SSPTFC

  41 views 1 comment 0 points Most recent by les_cameron July 31Technical stuff
• Would this fall under DB transfer rules?

  73 views 4 comments 0 points Most recent by PeterM July 31Technical stuff
• IPDI - tax treatment of portfolio

  40 views 3 comments 0 points Most recent by richardgough July 31Technical stuff
• Proceeds from Trust wind up paid to minors - what can be done next?

  75 views 3 comments 0 points Most recent by benjaminfabi July 31Technical stuff
• Ending IIP (IPDI) Trust within lifetime

  53 views 1 comment 0 points Most recent by richardgough July 31Technical stuff
• Jointly owned property - co-habiting couple. IHT treatment on death.

  50 views 1 comment 0 points Most recent by les_cameron July 31Technical stuff
• Need a boost to your CPD?

  65 views 0 comments 0 points Started by Theresa_Dixon July 29 CPD & Exams
• Gifts of deferred consideration - 7 year clock timing

  54 views 2 comments 0 points Most recent by PippaO July 29Technical stuff
• Time Apportionment Relief

  101 views 3 comments 0 points Most recent by les_cameron July 29Technical stuff
• New money to an existing Loan Trust and TRS requirements

  48 views 1 comment 0 points Most recent by les_cameron July 25Technical stuff
• MPS and KIID document disclosure

  57 views 0 comments 0 points Started by Wildparaplanner July 23 Technical stuff
• TTFAC Calculation

  144 views 4 comments 0 points Most recent by MarkDevlin July 19Technical stuff
• Buddy Transfer - One member missed the 12 month deadline

  59 views 3 comments 0 points Most recent by les_cameron July 18Technical stuff
• Funding a Pension from an ISA

  168 views 3 comments 0 points Most recent by les_cameron July 17Technical stuff
• The Transferable Nil Rate Band - Spouses

  106 views 2 comments 0 points Most recent by les_cameron July 17Technical stuff
• Pension Contributions over the Annual Allowance

  85 views 2 comments 0 points Most recent by les_cameron July 17Technical stuff