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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 21
General
Moving to Plannr from Intelligent Office
56
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0
comments
0
points
Started by
JLaw01553
August 19
Products & providers
Term assurance
86
views
2
comments
0
points
Most recent by
Calvert76
August 17
Products & providers
Scheme-specific lump sum protection — calculating a member’s entitlement
265
views
4
comments
0
points
Most recent by
les_cameron
August 14
Technical stuff
Are you a team leader or manager?
1.4K
views
41
comments
0
points
Most recent by
Cwalker83
August 14
Team leaders & managers
Paraplanning Services
495
views
5
comments
0
points
Most recent by
Chris1
August 13
Outsourced & freelance paraplanners
Freelance Chartered Paraplanner looking for new opportunities
455
views
3
comments
0
points
Most recent by
Chris1
August 13
Outsourced & freelance paraplanners
Freelance and Outsourced Paraplanner
336
views
1
comment
0
points
Most recent by
Chris1
August 13
Outsourced & freelance paraplanners
Losing Enhanced Protection whilst legislation issues persist
69
views
4
comments
0
points
Most recent by
Wildparaplanner
August 13
Technical stuff
RO3 Onshore Bond Question
138
views
5
comments
0
points
Most recent by
Amel23
August 9
CPD & Exams
Existing Clients - Ad hoc Withdrawals
119
views
4
comments
0
points
Most recent by
SA96
August 9
General
AF4 - 7th March sitting
498
views
13
comments
0
points
Most recent by
Wildparaplanner
August 6
CPD & Exams
Scheme-Specific Tax Free Cash
122
views
5
comments
0
points
Most recent by
les_cameron
July 31
Technical stuff
TTFAC and previously taken SSPTFC
41
views
1
comment
0
points
Most recent by
les_cameron
July 31
Technical stuff
Would this fall under DB transfer rules?
73
views
4
comments
0
points
Most recent by
PeterM
July 31
Technical stuff
IPDI - tax treatment of portfolio
40
views
3
comments
0
points
Most recent by
richardgough
July 31
Technical 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 31
Technical stuff
Ending IIP (IPDI) Trust within lifetime
53
views
1
comment
0
points
Most recent by
richardgough
July 31
Technical stuff
Jointly owned property - co-habiting couple. IHT treatment on death.
50
views
1
comment
0
points
Most recent by
les_cameron
July 31
Technical 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 29
Technical stuff
Time Apportionment Relief
101
views
3
comments
0
points
Most recent by
les_cameron
July 29
Technical stuff
New money to an existing Loan Trust and TRS requirements
48
views
1
comment
0
points
Most recent by
les_cameron
July 25
Technical 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 19
Technical stuff
Buddy Transfer - One member missed the 12 month deadline
59
views
3
comments
0
points
Most recent by
les_cameron
July 18
Technical stuff
Funding a Pension from an ISA
168
views
3
comments
0
points
Most recent by
les_cameron
July 17
Technical stuff
The Transferable Nil Rate Band - Spouses
106
views
2
comments
0
points
Most recent by
les_cameron
July 17
Technical stuff
Pension Contributions over the Annual Allowance
85
views
2
comments
0
points
Most recent by
les_cameron
July 17
Technical stuff
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