The Big Tent

• (Yet more) Top-slicing changes

  141 views 1 comment 0 points Most recent by paranoidplanner June 28Technical stuff
• Paraplanner Manager - What does it entail exactly?

  286 views 5 comments 0 points Most recent by Pietro June 28Team leaders & managers
• Opportunity for a Freelance Paraplanner

  286 views 0 comments 0 points Started by heidiwitham03 June 26 Outsourced & freelance paraplanners
• R01 FSCS Compensation Question help please

  127 views 2 comments 0 points Most recent by georgeross99 June 22CPD & Exams
• New SSAS

  99 views 3 comments 0 points Most recent by amarshall June 22Technical stuff
• Curtis Banks SIPP query

  98 views 1 comment 0 points Most recent by Steven_McBurnie June 22Technical stuff
• Freelance Chartered Paraplanner looking for new opportunities

  278 views 1 comment 0 points Most recent by heidiwitham03 June 21Outsourced & freelance paraplanners
• Director holdings in PLC - moving shares from SSAS to SIPP

  56 views 0 comments 0 points Started by Wildparaplanner June 16 Technical stuff
• RNRB & Downsizing Relief - Technical Question

  79 views 3 comments 0 points Most recent by richardgough June 15Technical stuff
• Offshore Bond providers who offer Term Deposits

  72 views 2 comments 0 points Most recent by PeterM June 14Products & providers
• MWPA 1882 and powers held by the trustees to vary beneficiary

  76 views 2 comments 0 points Most recent by ruthiebusybee June 13Technical stuff
• Are you a team leader or manager?

  1.1K views 38 comments 0 points Most recent by PippaO June 11Team leaders & managers
• GIAs & Bonds held in SIPP

  160 views 2 comments 0 points Most recent by les_cameron June 1Technical stuff
• Smart Pension Charges

  43 views 0 comments 0 points Started by TimMatthias May 31 Products & providers
• TRS Headache

  141 views 3 comments 0 points Most recent by Wildparaplanner May 31Technical stuff
• Offshore Bond Technical Support

  113 views 3 comments 0 points Most recent by les_cameron May 30Technical stuff
• Difference between J09 and R06

  156 views 2 comments 0 points Most recent by Vics03 May 27CPD & Exams
• LVL 6 exams

  279 views 4 comments 0 points Most recent by Steven_McBurnie May 26CPD & Exams
• Cost and Charges Calculator

  131 views 2 comments 0 points Most recent by LWheel2003 May 24Technical stuff
• Annual Reviews / FE Analytics / Simplybiz Annual Review Template

  112 views 0 comments 0 points Started by Colin1980 May 19 General
• Tax on bond surrender - onshore

  111 views 2 comments 0 points Most recent by les_cameron May 17Technical stuff
• AF8 - Assignment 3 - Do I completely disregard Assignment 2?

  259 views 0 comments 0 points Started by Hans123 May 16 CPD & Exams
• Mortgage Broker - retrain as a Paraplanner?

  77 views 0 comments 0 points Started by MrsG26 May 15 General
• Researching EURO denominated funds

  42 views 1 comment 0 points Most recent by TomLloyd_Read May 12Technical stuff
• WOL policy in discretionary trust to use annual IHT exemptions

  79 views 2 comments 0 points Most recent by Wildparaplanner May 12Technical stuff
• Fincalc (O&M) Feedback

  112 views 1 comment 0 points Most recent by PDH May 11Products & providers
• FE Analytics issues

  232 views 7 comments 0 points Most recent by ChrisW May 10Technology & IT
• Bonus Sacrifice with Tapered Annual Allowance

  114 views 2 comments 0 points Most recent by TimMatthias May 9Technical stuff
• AF5

  184 views 1 comment 0 points Most recent by SophSmith May 1CPD & Exams
• LTA and order of taking from each scheme

  127 views 5 comments 0 points Most recent by Nath April 28Technical stuff