The Big Tent

• Moving to Plannr from Intelligent Office

  294 views 3 comments 0 points Most recent by RFP November 2025Products & providers
• SSAS Asset Valuation - Accountant Question

  55 views 1 comment 0 points Most recent by benjaminfabi November 2025Technical stuff
• Protected Tax-Free Cash & No LSA Remaining

  142 views 5 comments 0 points Most recent by les_cameron November 2025Technical stuff
• IHT, Trusts, AIM and BR query!

  229 views 6 comments 0 points Most recent by Amy November 2025Technical stuff
• NHS Scheme active member wanting to make additional pension contributions

  52 views 0 comments 0 points Started by TimMatthias November 2025 General
• Annuity Protection - Proposed IHT Changes from 2027

  122 views 4 comments 0 points Most recent by les_cameron November 2025Technical stuff
• Block Transfer

  80 views 5 comments 0 points Most recent by les_cameron November 2025Technical stuff
• Annuity guaranteed period - non-qualifying beneficiaries

  70 views 6 comments 0 points Most recent by les_cameron November 2025Technical stuff
• Changes to scheme specific tax free cash - May 2025 ?

  390 views 21 comments 0 points Most recent by les_cameron November 2025Technical stuff
• TTFAC - Post 75 Crystallisation Event

  61 views 2 comments 0 points Most recent by les_cameron November 2025Technical stuff
• FSCS protection for UK based GIA within an offshore bond

  58 views 2 comments 0 points Most recent by Wildparaplanner November 2025Technical stuff
• Offshore Bond & Discretionary Management - Tax-deferred allowance?

  62 views 2 comments 0 points Most recent by les_cameron November 2025Technical stuff
• Clients Requesting Investment Withdrawals - non advised

  1.3K views 11 comments 0 points Most recent by Nath October 2025New to paraplanning
• Paraplanning Case Management

  166 views 3 comments 0 points Most recent by Steven_McBurnie October 2025General
• Crystallised Pension Transfer - Consolidation Possible?

  66 views 1 comment 0 points Most recent by les_cameron October 2025Technical stuff
• Tax free cash + Pension contributions

  162 views 18 comments 0 points Most recent by amarshall October 2025Technical stuff
• Offering support for outsourced Paraplanning work as new start-up

  144 views 0 comments 0 points Started by Paraflo October 2025 Outsourced & freelance paraplanners
• Tapered annual allowance

  62 views 2 comments 0 points Most recent by benjaminfabi October 2025Technical stuff
• Client with PTFC & Fixed Protection 2014

  79 views 1 comment 0 points Most recent by les_cameron October 2025Technical stuff
• Career shift: planner to paraplanner move?

  191 views 4 comments 0 points Most recent by Planner12 October 2025General
• LSA calculation query pre 2006

  127 views 9 comments 0 points Most recent by les_cameron October 2025Technical stuff
• SSAS - 'unallocated' contributions

  207 views 5 comments 0 points Most recent by les_cameron October 2025Technical stuff
• Help! I just went over the VAT threshold – what happens now?

  119 views 3 comments 0 points Most recent by amelia_alices October 2025General
• VAT and adviser charging

  1.1K views 10 comments 0 points Most recent by amelia_alices October 2025Technical stuff
• Annual allowance and carry forward

  101 views 4 comments 0 points Most recent by les_cameron October 2025Technical stuff
• excess pension commencement lump sum and MPAA

  66 views 4 comments 0 points Most recent by les_cameron September 2025Technical stuff
• Suitability Report Writing Software

  243 views 1 comment 0 points Most recent by Steven_McBurnie September 2025Technology & IT
• Offshore Bond in Discretionary Trust - Taxation on Death

  96 views 4 comments 0 points Most recent by GMRJM September 2025Technical stuff
• Providing advice for insistent client

  130 views 4 comments 0 points Most recent by GolfPutt21 September 2025General
• Is this a capital purchase or spending from income?

  73 views 3 comments 0 points Most recent by les_cameron September 2025Technical stuff