The Big Tent

• Existing Clients - Ad hoc Withdrawals

  129 views 4 comments 0 points Most recent by SA96 August 9General
• AF4 - 7th March sitting

  505 views 13 comments 0 points Most recent by Wildparaplanner August 6CPD & Exams
• Scheme-Specific Tax Free Cash

  137 views 5 comments 0 points Most recent by les_cameron July 31Technical stuff
• TTFAC and previously taken SSPTFC

  45 views 1 comment 0 points Most recent by les_cameron July 31Technical stuff
• Would this fall under DB transfer rules?

  78 views 4 comments 0 points Most recent by PeterM July 31Technical stuff
• IPDI - tax treatment of portfolio

  44 views 3 comments 0 points Most recent by richardgough July 31Technical stuff
• Proceeds from Trust wind up paid to minors - what can be done next?

  78 views 3 comments 0 points Most recent by benjaminfabi July 31Technical stuff
• Ending IIP (IPDI) Trust within lifetime

  61 views 1 comment 0 points Most recent by richardgough July 31Technical stuff
• Jointly owned property - co-habiting couple. IHT treatment on death.

  52 views 1 comment 0 points Most recent by les_cameron July 31Technical stuff
• Need a boost to your CPD?

  67 views 0 comments 0 points Started by Theresa_Dixon July 29 CPD & Exams
• Gifts of deferred consideration - 7 year clock timing

  56 views 2 comments 0 points Most recent by PippaO July 29Technical stuff
• Time Apportionment Relief

  103 views 3 comments 0 points Most recent by les_cameron July 29Technical stuff
• New money to an existing Loan Trust and TRS requirements

  52 views 1 comment 0 points Most recent by les_cameron July 25Technical stuff
• MPS and KIID document disclosure

  63 views 0 comments 0 points Started by Wildparaplanner July 23 Technical stuff
• TTFAC Calculation

  153 views 4 comments 0 points Most recent by MarkDevlin July 19Technical stuff
• Buddy Transfer - One member missed the 12 month deadline

  62 views 3 comments 0 points Most recent by les_cameron July 18Technical stuff
• Funding a Pension from an ISA

  173 views 3 comments 0 points Most recent by les_cameron July 17Technical stuff
• The Transferable Nil Rate Band - Spouses

  108 views 2 comments 0 points Most recent by les_cameron July 17Technical stuff
• Pension Contributions over the Annual Allowance

  86 views 2 comments 0 points Most recent by les_cameron July 17Technical stuff
• Client Support / Administrator Team Leader Group

  47 views 0 comments 0 points Started by Zoe_Claire July 17 Team leaders & managers
• Scottish Pension Tax Relief

  139 views 3 comments 0 points Most recent by BryceClark22 July 16Technical stuff
• Purchased Life Annuity

  249 views 6 comments 0 points Most recent by PeterM July 12Products & providers
• Enhanced Protection, LSDBA, uncrystallised and crystallised funds, death pre 75

  108 views 4 comments 0 points Most recent by Rebtix July 5Technical stuff
• illustration requirements

  177 views 3 comments 0 points Most recent by Nath July 2General
• AF4 v PCIAM

  194 views 4 comments 0 points Most recent by Steven_McBurnie June 28CPD & Exams
• Certificate in Paraplanning vs Diploma in Regulated Financial Planning

  219 views 4 comments 0 points Most recent by JouneyToFreelance June 27CPD & Exams
• SSTFC

  103 views 2 comments 0 points Most recent by Sean_Fernyhough June 27Technical stuff
• Outsourcing Paraplanning Start Up

  254 views 2 comments 0 points Most recent by MariaEvans24 June 27Outsourced & freelance paraplanners
• Replacing a bond without bring the capital into consideration for the local authority for care fees

  141 views 3 comments 0 points Most recent by les_cameron June 27Technical stuff
• Transitional Tax Free Amount - specific case

  155 views 4 comments 0 points Most recent by LLB June 24Technical stuff