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Cost Comparisons / OCF & Transaction Cost
173
views
2
comments
0
points
Most recent by
Colin1980
April 23
Technical stuff
Good educational pieces around advising US citizens?
181
views
3
comments
0
points
Most recent by
richallum
April 23
CPD & Exams
Paraplanning checklist
264
views
0
comments
0
points
Started by
Joleneg
April 19
Outsourced & freelance paraplanners
Scheme-specific lump sum protection — calculating a member’s entitlement
180
views
2
comments
0
points
Most recent by
LiliS
April 17
Technical stuff
Partial Drawdown Transfers to Purchase a Lifetime Annuity
212
views
7
comments
0
points
Most recent by
les_cameron
April 14
Technical stuff
VCTs - Ongoing Advice Fees?
235
views
3
comments
0
points
Most recent by
benjaminfabi
April 13
Technical stuff
Settlor/trustee without capacity
103
views
1
comment
0
points
Most recent by
les_cameron
April 11
Technical stuff
Pension Contribution Over 75's
319
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5
comments
0
points
Most recent by
katielockyer
April 11
Technical stuff
Lifetime Annuity within a SIPP
94
views
0
comments
0
points
Started by
Wildparaplanner
April 11
Products & providers
TTFAC and pre-commencement pensions
409
views
14
comments
0
points
Most recent by
SA96
April 10
Technical stuff
Added property to a relevant property trust - treatment at next 10 year anniversary
89
views
3
comments
0
points
Most recent by
les_cameron
April 10
Technical stuff
Enhanced Protection query
138
views
1
comment
0
points
Most recent by
les_cameron
April 4
Technical stuff
Pre A Day Benefits
199
views
2
comments
0
points
Most recent by
LisaC
March 28
Technical stuff
IHT Calculations involving bonds
183
views
1
comment
0
points
Most recent by
richardgough
March 27
Technical stuff
Transitional Tax-Free Cash
224
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6
comments
0
points
Most recent by
les_cameron
March 26
Technical stuff
Scheme specific tax-free cash protection and tax free lump sums
209
views
3
comments
0
points
Most recent by
les_cameron
March 26
Technical stuff
Equalisation Payment & LTA / LTA Charge
104
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0
comments
0
points
Started by
fredboiii95
March 25
Technical stuff
Opportunity for a Freelance Paraplanner
663
views
1
comment
0
points
Most recent by
Joleneg
March 21
Outsourced & freelance paraplanners
Outsourced Paraplanning Support Required - questions to ask
354
views
2
comments
0
points
Most recent by
Joleneg
March 21
Outsourced & freelance paraplanners
Adding a class of beneficiary to an existing trust
167
views
4
comments
0
points
Most recent by
les_cameron
March 20
Technical stuff
Relevant earnings for Pension contributions
140
views
1
comment
0
points
Most recent by
les_cameron
March 19
Technical stuff
McCloud Remedy - What to contribute?
217
views
2
comments
0
points
Most recent by
Sean_Fernyhough
March 18
Technical stuff
Enhanced tax-free cash query
259
views
8
comments
0
points
Most recent by
SA96
March 15
Technical stuff
Rules of Intestacy
130
views
2
comments
0
points
Most recent by
Jen_Berwick
March 15
Technical stuff
Illiquid holding in SIPP
187
views
3
comments
0
points
Most recent by
TomLloyd_Read
March 15
Technical stuff
Income strategy/tax calculation
139
views
2
comments
0
points
Most recent by
TomLloyd_Read
March 15
Technical stuff
Recycling PCLS
122
views
1
comment
0
points
Most recent by
les_cameron
March 14
Technical stuff
R02 Support
198
views
5
comments
0
points
Most recent by
Jen_Berwick
March 14
CPD & Exams
Trust tax rates 2024/25
182
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3
comments
0
points
Most recent by
les_cameron
March 11
Technical stuff
Residential NRB and houseboats/barges
152
views
2
comments
0
points
Most recent by
Sean_Fernyhough
March 8
Technical stuff
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