The Big Tent

• Disproportionate bond gains

  211 views 6 comments 0 points Most recent by les_cameron October 17Technical stuff
• Freelance Paraplanner Seeking Clients

  109 views 0 comments 0 points Started by CParker October 16 Outsourced & freelance paraplanners
• Settlor's spouse/civil partner as beneficiary

  75 views 2 comments 0 points Most recent by les_cameron October 8Technical stuff
• CII R0 exam learning materials

  112 views 4 comments 0 points Most recent by OlGan October 7CPD & Exams
• Bondcalc - Updated

  61 views 0 comments 0 points Started by sentinel555 October 7 Technology & IT
• Outsourced Paraplanning Charges

  228 views 4 comments 0 points Most recent by benjaminfabi October 2Outsourced & freelance paraplanners
• Labour Changes and Clients wishing to Take PCLS

  423 views 17 comments 0 points Most recent by benjaminfabi September 27General
• Freelance Paraplanning Work Opportunities

  123 views 0 comments 0 points Started by Tory September 27 Outsourced & freelance paraplanners
• Time Apportionment Relief

  61 views 4 comments 0 points Most recent by les_cameron September 26Technical stuff
• Offshore bonds & VAT

  93 views 1 comment 0 points Most recent by TomLloyd_Read September 26Technical stuff
• QROPS and TTFAC

  88 views 4 comments 0 points Most recent by TomLloyd_Read September 24Technical stuff
• TTFAC - operational practice

  46 views 0 comments 0 points Started by benjaminfabi September 24 Technical stuff
• MPS and CIP Support

  68 views 0 comments 0 points Started by cottesmore22 September 19 Products & providers
• Platform & Investment Research

  275 views 3 comments 0 points Most recent by cottesmore22 September 19Technology & IT
• STEP Diploma

  88 views 1 comment 0 points Most recent by SA96 September 19CPD & Exams
• AF4 - October Sitting

  126 views 2 comments 0 points Most recent by petorb September 17CPD & Exams
• Enhanced Protection and Transitional Certificate

  76 views 3 comments 0 points Most recent by SA96 September 13Technical stuff
• Pensions Engagement Season 2024 - useful resources

  49 views 0 comments 0 points Started by Ssandle September 11 Supporter Tent
• Top Slice Gain & Top Slice Relief

  80 views 1 comment 0 points Most recent by les_cameron September 9Technical stuff
• R0

  66 views 0 comments 0 points Started by Chris1 September 8 CPD & Exams
• LSA Reduction

  79 views 1 comment 0 points Most recent by les_cameron September 6Technical stuff
• Lasting Power of Attorney investment decisions

  168 views 14 comments 0 points Most recent by GolfPutt21 September 5Technical stuff
• Alternatives to Property funds: REITs?

  47 views 0 comments 0 points Started by MothiusManius September 3 Products & providers
• FSCS & offshore bonds

  2.1K views 8 comments 0 points Most recent by HR246 September 3Technical stuff
• Questions from a prospective career switcher to paraplanning!

  142 views 2 comments 0 points Most recent by HikerSean September 2New to paraplanning
• Transcription software & AI meeting notes

  188 views 7 comments 0 points Most recent by Sean_Fernyhough August 29Technology & IT
• Will Trust - Moving into care home

  128 views 6 comments 0 points Most recent by les_cameron August 28Technical stuff
• Trustees paying for the life cover of the settlor?

  71 views 2 comments 0 points Most recent by SA96 August 21Technical stuff
• Exit charges in first ten years

  100 views 3 comments 0 points Most recent by les_cameron August 21Technical stuff