The Big Tent

• Paraplanning Case Management

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

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

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

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

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

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

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

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

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

  113 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

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

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

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

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

  127 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
• Normal Expenditure out of Income - ISA

  99 views 4 comments 0 points Most recent by LLB September 2025Technical stuff
• IHT from 2027 and insurable interest now

  87 views 2 comments 0 points Most recent by TomLloyd_Read September 2025Technical stuff
• DIM and Agent as Client

  68 views 1 comment 0 points Most recent by benjaminfabi September 2025Technical stuff
• Taking qualifications with both CII and CISI

  249 views 3 comments 0 points Most recent by Radnor September 2025CPD & Exams
• GIAs for corporate accounts

  79 views 1 comment 0 points Most recent by benjaminfabi August 2025Products & providers
• QROPS and TTFAC

  254 views 9 comments 0 points Most recent by TomLloyd_Read August 2025Technical stuff
• Using Crystallised Pension for purchase of Pension Annuity AND Pension Transfer

  131 views 4 comments 0 points Most recent by les_cameron August 2025Technical stuff
• Investment Pathways

  533 views 10 comments 0 points Most recent by Sean_Fernyhough August 2025Technical stuff
• Pension sharing orders

  112 views 2 comments 0 points Most recent by timblowers August 2025Paraplanning tips & tricks
• Pension Post 2027 question

  242 views 10 comments 0 points Most recent by les_cameron August 2025Technical stuff
• Stand alone lump sum & MPAA

  63 views 3 comments 0 points Most recent by les_cameron August 2025Technical stuff
• How Are VAT-Inclusive Discounts Handled?

  52 views 1 comment 0 points Most recent by jamies_taylor August 2025Technical stuff
• Employer contributions / Annual allowance

  101 views 2 comments 0 points Most recent by benjaminfabi August 2025Technical stuff