The Big Tent

• Annuity guaranteed period - non-qualifying beneficiaries

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

  373 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

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

  61 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

  161 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

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

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

  61 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

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

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

  116 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

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

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

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

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

  129 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

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

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

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

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

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

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

  136 views 4 comments 0 points Most recent by les_cameron August 2025Technical stuff