The Big Tent

• Paraplanner looking for an Outsourced Paraplanning Role

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  44 views 1 comment 0 points Most recent by les_cameron March 24Technical stuff
• Is severance payment pensionable salary?

  109 views 2 comments 0 points Most recent by WRB March 20Technical stuff
• DB schemes that don't guarantee an income with reference to service

  85 views 4 comments 0 points Most recent by Sean_Fernyhough March 18Technical stuff
• bondcalc.invidion.uk - fixed errors

  55 views 0 comments 0 points Started by sentinel555 March 14 Technology & IT
• Strictly Come Platforming

  189 views 2 comments 0 points Most recent by Nathan March 5General
• Outsourced paraplanning - best way to gain real paraplanning experience independently

  314 views 7 comments 0 points Most recent by Adam_H March 4Outsourced & freelance paraplanners
• Looking at a career change - have some questions

  275 views 4 comments 0 points Most recent by Admin February 27General
• Investment Bonds, Charges & the 5% rule

  148 views 3 comments 0 points Most recent by benjaminfabi February 26Technical stuff
• Adjusted net income and pension contributions

  67 views 3 comments 0 points Most recent by Jimbo February 26Technical stuff
• Enhanced Protection- re-submitting to HMRC to update Certificate

  38 views 0 comments 0 points Started by Sam_T February 26 Technical stuff
• Using Onshore Bond to pay for WOL

  99 views 3 comments 0 points Most recent by les_cameron February 25Technical stuff
• Normal Expenditure out of Income - WOL JL 2nd death premiums

  44 views 3 comments 0 points Most recent by Colinstewart76 February 25Technical stuff
• Jigsaw Tree and Adviser Outsourcing Ltd

  98 views 1 comment 0 points Most recent by richallum February 25Technology & IT
• AI

  130 views 1 comment 0 points Most recent by DZ88 February 22Technology & IT
• Normal Expenditure out of Income - WOL

  90 views 2 comments 0 points Most recent by LLB February 19Technical stuff