The Big Tent

• Updating suitability templates for 2026/27

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  94 views 2 comments 0 points Most recent by LLB February 19Technical stuff
• Corporate held - Offshore Bond

  101 views 8 comments 0 points Most recent by Wildparaplanner February 18Technical stuff
• Tax Wrapper Comparison Tool - Investment Assumptions

  112 views 2 comments 0 points Most recent by juna February 18Technical stuff
• Diploma Qualified Administrator - Is it realistic to jump straight into Paraplanning?

  200 views 3 comments 0 points Most recent by SmallShrimp February 13New to paraplanning
• Company Director - Pension Funding

  93 views 2 comments 0 points Most recent by GMRJM February 6Technical stuff
• FEI Analytics versus Fintegrate

  198 views 10 comments 0 points Most recent by sollemoigne February 5Technology & IT
• Informal gathering for outsourced paraplanners & administrators

  86 views 0 comments 0 points Started by richallum February 2 Outsourced & freelance paraplanners
• Breaching LSA due to retrospective changes

  110 views 3 comments 0 points Most recent by LouiseD January 28Technical stuff
• Income Protection and being over insured?

  100 views 4 comments 0 points Most recent by benjaminfabi January 27Technical stuff
• Enhanced Protection with no protected lump sum?

  194 views 9 comments 0 points Most recent by PoppySheppard January 26Technical stuff
• LSA & Protected TFC

  62 views 2 comments 0 points Most recent by les_cameron January 26Technical stuff
• Tax-free cash recycling

  84 views 2 comments 0 points Most recent by amarshall January 26Technical stuff