The Big Tent

• Investment linked / With Profits Annuities

  143 views 3 comments 0 points Most recent by MothiusManius June 18Products & providers
• Fund Charges

  174 views 4 comments 0 points Most recent by Wildparaplanner June 18Technical stuff
• What AI tools or services are you using or looking at?

  423 views 13 comments 0 points Most recent by benjaminfabi June 18Technology & IT
• Clients who are using the pension for IHT - When do you take the lump sum?

  165 views 1 comment 0 points Most recent by les_cameron June 17Technical stuff
• Transitional Tax Free Amount enquiry for specific client case

  322 views 10 comments 0 points Most recent by MothiusManius June 13Technical stuff
• Pensions Transfers and IHT

  160 views 7 comments 0 points Most recent by Kelly June 13Technical stuff
• AF8 Assignment 3

  393 views 6 comments 0 points Most recent by Ssasquatch June 13CPD & Exams
• Onshore Bond in Trust. Trustee moved to USA.

  147 views 3 comments 0 points Most recent by TimMatthias June 11Technical stuff
• Help with DD report writing

  202 views 0 comments 0 points Started by Ssandle June 5 Paraplanning tips & tricks
• TechTalk from Scottish Widows

  154 views 0 comments 0 points Started by Ssandle June 5 Supporter Tent
• Best cashflow tool 2024

  462 views 5 comments 0 points Most recent by benjaminfabi June 4Technology & IT
• EIS, VCT & BR

  184 views 3 comments 0 points Most recent by BhanuVekria June 4Technical stuff
• FCA SDR (Sustainability Disclosure Requirements) / Anti-Greenwashing rule - ESG portfolios

  130 views 0 comments 0 points Started by PippaO May 29 Technical stuff
• What does your firm do for clients with tiny legacy pension pots?

  280 views 4 comments 0 points Most recent by MothiusManius May 29General
• Trustee Bank Accounts

  182 views 2 comments 0 points Most recent by MothiusManius May 27Technical stuff
• AF8 - Tax year query

  187 views 4 comments 0 points Most recent by elspel May 20CPD & Exams
• Structured Training for Trainee Paraplanner

  302 views 4 comments 0 points Most recent by Caro May 20Team leaders & managers
• Borrowing for Business Relief investment

  157 views 1 comment 0 points Most recent by les_cameron May 20Technical stuff
• R02 Support Update - what next?

  190 views 2 comments 0 points Most recent by AnnBrand May 16CPD & Exams
• Centralised Retirement Propositions (CRP)

  257 views 3 comments 0 points Most recent by richallum May 15Technical stuff
• Centralised Investment Proposition (CIP) Creation

  820 views 8 comments 0 points Most recent by richallum May 15Technical stuff
• Annuity for a dependant child

  109 views 0 comments 0 points Started by PeterM May 14 Technical stuff
• Chain of title - resigning trustee and appointing new trustees

  207 views 9 comments 0 points Most recent by les_cameron May 13Technical stuff
• IHT planning and LPAs

  129 views 1 comment 0 points Most recent by les_cameron May 13Technical stuff
• SIPP provider that facilitates charity contributions via payroll?

  167 views 2 comments 0 points Most recent by richardgough May 7Technical stuff
• CF6 mortgage advice

  123 views 0 comments 0 points Started by mcshelton April 30 CPD & Exams
• Bare Trust Taxation

  149 views 2 comments 0 points Most recent by Sean_Fernyhough April 30Technical stuff
• Wealthcraft (formerly Plum)

  247 views 2 comments 0 points Most recent by DaleLucas April 26Technology & IT
• TTFAC and QROPS repatriation

  180 views 3 comments 0 points Most recent by les_cameron April 26Technical stuff
• RO2 Exam

  250 views 5 comments 0 points Most recent by gmeldrum April 25CPD & Exams