The Big Tent

• Rental income tax

  155 views 3 comments 0 points Most recent by benjaminfabi March 2022Technical stuff
• IHT for intestate married couple, joint home

  122 views 3 comments 0 points Most recent by DaleLucas February 2022Technical stuff
• NHS 2015 Pension Scheme Benefits Trivial Commutation

  86 views 0 comments 0 points Started by TimMatthias February 2022 Products & providers
• Overseas company bank account funding UK Employee pension

  73 views 3 comments 0 points Most recent by Admin February 2022Products & providers
• Please help! Can I get your feedback on exams and qualifications to take back to the CII 😊

  256 views 5 comments 0 points Most recent by Planner12 February 2022CPD & Exams
• Dropbox

  131 views 5 comments 0 points Most recent by Andy_Schleider February 2022Technology & IT
• Inflation rates in cash flow

  191 views 7 comments 0 points Most recent by Nath February 2022Technology & IT
• CashCalc vs Voyant

  882 views 1 comment 0 points Most recent by Nath February 2022Technology & IT
• AF4 - training

  191 views 1 comment 0 points Most recent by Jona February 2022CPD & Exams
• AML on a European Company

  39 views 0 comments 0 points Started by Glyn2000 February 2022 Products & providers
• Comparing investment performance

  279 views 3 comments 0 points Most recent by Glyn2000 February 2022Technical stuff
• Jersey / Guernsey Trustee suggestions

  36 views 0 comments 0 points Started by MothiusManius February 2022 Technical stuff
• List of providers for sending LOAs

  171 views 3 comments 0 points Most recent by SD30 February 2022Products & providers
• Overseas pensions

  93 views 1 comment 0 points Most recent by Theresa_Dixon February 2022CPD & Exams
• PFS Paraplanner Networking sessions - Starting next month

  227 views 2 comments 0 points Most recent by Caro February 2022General
• VCT EIS research

  1.2K views 14 comments 0 points Most recent by Abrahaj February 2022Products & providers
• Morningstar Update

  133 views 2 comments 0 points Most recent by SteveC February 2022Technology & IT
• Apprentice - Financial services administrator

  427 views 5 comments 0 points Most recent by BeckyJ January 2022Team leaders & managers
• Taxation of Investment Bond Gains - Policy owner = exactors of estate

  307 views 10 comments 0 points Most recent by amelia1983 January 2022Technical stuff
• Advisory Centralised Investment Proposition - portfolio change charge disclosure

  161 views 7 comments 0 points Most recent by benjaminfabi January 2022Technical stuff
• Mifid 10% drop notifications

  99 views 0 comments 0 points Started by TimMatthias January 2022 General
• NHS Pension Scheme Advice

  141 views 1 comment 0 points Most recent by DaleLucas January 2022General
• Most efficient strategy to pass R01 to R06?

  532 views 5 comments 0 points Most recent by Ugi89 January 2022CPD & Exams
• Constructive Upwards Feedback Help Required

  230 views 8 comments 0 points Most recent by richallum January 2022Team leaders & managers
• Nominee Flexi-Access Drawdown query

  112 views 1 comment 0 points Most recent by benjaminfabi January 2022Technical stuff
• Tests for taking on paraplanners

  1.9K views 8 comments 0 points Most recent by Clare_Weight January 2022Team leaders & managers
• Work Tracker

  188 views 2 comments 0 points Most recent by Clare_Weight January 2022General
• Suitability Report Templates / Tools

  1.5K views 8 comments 0 points Most recent by Consiglo January 2022Administrator's Tent
• R06 Jan 22

  286 views 5 comments 0 points Most recent by elspel January 2022CPD & Exams
• Visual tools to explain technical concepts or portray information?

  298 views 3 comments 0 points Most recent by DanAtkinsonUK January 2022Paraplanning tips & tricks