The Big Tent

• Maximum tax free cash pre A Day

  46 views 2 comments 0 points Most recent by richallum July 24Technical stuff
• FE Analytics cost

  111 views 0 comments 0 points Started by sch0501 July 23 Technology & IT
• IHT Annual Exemption - when is it used?

  93 views 6 comments 0 points Most recent by Wildparaplanner July 21Technical stuff
• State pension

  77 views 3 comments 0 points Most recent by benjaminfabi July 17Technical stuff
• Family Investment Company - GIA or Bond?

  471 views 8 comments 0 points Most recent by william_Morin July 16Technical stuff
• CII R04 Exam Guide question help

  60 views 0 comments 0 points Started by knowR0 July 15 CPD & Exams
• Ask the expert - Business protection with Jon Hall, Scottish Widows

  125 views 5 comments 0 points Most recent by JonHallSWP July 11Technical stuff
• To VAT or not to VAT (that is the question)

  605 views 10 comments 0 points Most recent by JasperLeonson July 9Technical stuff
• Bond in Vulnerable trust

  54 views 2 comments 0 points Most recent by les_cameron July 8Technical stuff
• GAD Review Letter & Capped Drawdown Letter

  55 views 3 comments 0 points Most recent by les_cameron July 8Technical stuff
• PFS withdrawn member access to study texts?

  156 views 10 comments 0 points Most recent by Andy_Schleider July 2CPD & Exams
• Decumulation Advice - What does your firm do?

  100 views 4 comments 0 points Most recent by SA96 July 2General
• Loan trust

  83 views 3 comments 0 points Most recent by les_cameron June 30Technical stuff
• Business relief and CLTs

  62 views 3 comments 0 points Most recent by les_cameron June 27Technical stuff
• Relevant Property Trusts and periodic charges (post 6 April 2026)

  80 views 6 comments 0 points Most recent by les_cameron June 27Technical stuff
• LSA query

  54 views 1 comment 0 points Most recent by benjaminfabi June 26Technical stuff
• Your help is needed by the Consumer Duty Alliance 😊

  62 views 1 comment 0 points Most recent by Calvert76 June 21General
• J09 - Cash Flow Analysis

  111 views 1 comment 0 points Most recent by Wildparaplanner June 16CPD & Exams
• TTFA Certificate for BCE 3 for a Pre A day Pension

  95 views 2 comments 0 points Most recent by PeterM June 13Technical stuff
• Terms of Business

  84 views 0 comments 0 points Started by SophieApacible June 6 Outsourced & freelance paraplanners
• Pension Annuity Common Quotation Form

  115 views 3 comments 0 points Most recent by TimMatthias June 6General
• UK IHT for Australian Superannuation

  68 views 2 comments 0 points Most recent by Radnor June 6Technical stuff
• Bond gains when settled into a life interest trust

  101 views 6 comments 0 points Most recent by Wildparaplanner June 3Technical stuff
• Disabled Persons Trust

  79 views 2 comments 0 points Most recent by amarshall May 22Technical stuff
• Defined Benefit Pension - Lump Sum Allowance

  62 views 1 comment 0 points Most recent by les_cameron May 19Technical stuff
• What AI tools or services are you using or looking at?

  1.2K views 30 comments 0 points Most recent by smith May 19Technology & IT
• APS S&S ISA cancellation rights into an existing plan

  83 views 1 comment 0 points Most recent by benjaminfabi May 13Technical stuff
• Teachers' Pension Scheme - PIAs

  146 views 4 comments 0 points Most recent by les_cameron May 12Technical stuff
• Scottish Widows Platform introduces drip-feed drawdown

  70 views 0 comments 0 points Started by Ssandle May 9 Supporter Tent
• Rysaffe Principle query

  88 views 0 comments 0 points Started by Wildparaplanner May 8 Technical stuff