The Big Tent

• LSA Reduction

  82 views 1 comment 0 points Most recent by les_cameron September 2024Technical stuff
• Lasting Power of Attorney investment decisions

  180 views 14 comments 0 points Most recent by GolfPutt21 September 2024Technical stuff
• Alternatives to Property funds: REITs?

  50 views 0 comments 0 points Started by MothiusManius September 2024 Products & providers
• FSCS & offshore bonds

  2.2K views 8 comments 0 points Most recent by HR246 September 2024Technical stuff
• Questions from a prospective career switcher to paraplanning!

  147 views 2 comments 0 points Most recent by HikerSean September 2024New to paraplanning
• Transcription software & AI meeting notes

  205 views 7 comments 0 points Most recent by Sean_Fernyhough August 2024Technology & IT
• Will Trust - Moving into care home

  136 views 6 comments 0 points Most recent by les_cameron August 2024Technical stuff
• Trustees paying for the life cover of the settlor?

  78 views 2 comments 0 points Most recent by SA96 August 2024Technical stuff
• Exit charges in first ten years

  101 views 3 comments 0 points Most recent by les_cameron August 2024Technical stuff
• Calculating CGT on shares

  79 views 0 comments 0 points Started by caithall341 August 2024 Technical stuff
• Decumulation ATR Questionnaire

  101 views 2 comments 0 points Most recent by TimMatthias August 2024General
• Moving to Plannr from Intelligent Office

  68 views 0 comments 0 points Started by JLaw01553 August 2024 Products & providers
• Term assurance

  91 views 2 comments 0 points Most recent by Calvert76 August 2024Products & providers
• Scheme-specific lump sum protection — calculating a member’s entitlement

  295 views 4 comments 0 points Most recent by les_cameron August 2024Technical stuff
• Are you a team leader or manager?

  1.4K views 41 comments 0 points Most recent by Cwalker83 August 2024Team leaders & managers
• Paraplanning Services

  539 views 5 comments 0 points Most recent by Chris1 August 2024Outsourced & freelance paraplanners
• Freelance Chartered Paraplanner looking for new opportunities

  488 views 3 comments 0 points Most recent by Chris1 August 2024Outsourced & freelance paraplanners
• Freelance and Outsourced Paraplanner

  350 views 1 comment 0 points Most recent by Chris1 August 2024Outsourced & freelance paraplanners
• Losing Enhanced Protection whilst legislation issues persist

  75 views 4 comments 0 points Most recent by Wildparaplanner August 2024Technical stuff
• RO3 Onshore Bond Question

  169 views 5 comments 0 points Most recent by Amel23 August 2024CPD & Exams
• Existing Clients - Ad hoc Withdrawals

  141 views 4 comments 0 points Most recent by SA96 August 2024General
• AF4 - 7th March sitting

  510 views 13 comments 0 points Most recent by Wildparaplanner August 2024CPD & Exams
• Scheme-Specific Tax Free Cash

  142 views 5 comments 0 points Most recent by les_cameron July 2024Technical stuff
• TTFAC and previously taken SSPTFC

  47 views 1 comment 0 points Most recent by les_cameron July 2024Technical stuff
• Would this fall under DB transfer rules?

  82 views 4 comments 0 points Most recent by PeterM July 2024Technical stuff
• IPDI - tax treatment of portfolio

  51 views 3 comments 0 points Most recent by richardgough July 2024Technical stuff
• Proceeds from Trust wind up paid to minors - what can be done next?

  81 views 3 comments 0 points Most recent by benjaminfabi July 2024Technical stuff
• Ending IIP (IPDI) Trust within lifetime

  67 views 1 comment 0 points Most recent by richardgough July 2024Technical stuff
• Jointly owned property - co-habiting couple. IHT treatment on death.

  55 views 1 comment 0 points Most recent by les_cameron July 2024Technical stuff
• Need a boost to your CPD?

  71 views 0 comments 0 points Started by Theresa_Dixon July 2024 CPD & Exams