The Big Tent

• Carried forward NRB and gifting

  50 views 6 comments 0 points Most recent by Wildparaplanner July 2025Technical stuff
• Associates Wanting 'Free' Advice

  188 views 4 comments 0 points Most recent by Scotsgirl86 July 2025General
• Outsourced Paraplanners needed!

  400 views 1 comment 0 points Most recent by Scotsgirl86 July 2025Outsourced & freelance paraplanners
• IHT and Moving Abroad

  83 views 2 comments 0 points Most recent by PippaO July 2025Technical stuff
• CISI Scotland - 28 August 2025 (Edinburgh)

  72 views 1 comment 0 points Most recent by Steven_McBurnie July 2025CPD & Exams
• Pensions & IHT

  166 views 9 comments 0 points Most recent by smith July 2025Technical stuff
• Maximum tax free cash pre A Day

  48 views 2 comments 0 points Most recent by richallum July 2025Technical stuff
• FE Analytics cost

  114 views 0 comments 0 points Started by sch0501 July 2025 Technology & IT
• IHT Annual Exemption - when is it used?

  96 views 6 comments 0 points Most recent by Wildparaplanner July 2025Technical stuff
• State pension

  79 views 3 comments 0 points Most recent by benjaminfabi July 2025Technical stuff
• Family Investment Company - GIA or Bond?

  488 views 8 comments 0 points Most recent by william_Morin July 2025Technical stuff
• CII R04 Exam Guide question help

  66 views 0 comments 0 points Started by knowR0 July 2025 CPD & Exams
• Ask the expert - Business protection with Jon Hall, Scottish Widows

  134 views 5 comments 0 points Most recent by JonHallSWP July 2025Technical stuff
• To VAT or not to VAT (that is the question)

  606 views 10 comments 0 points Most recent by JasperLeonson July 2025Technical stuff
• Bond in Vulnerable trust

  55 views 2 comments 0 points Most recent by les_cameron July 2025Technical stuff
• GAD Review Letter & Capped Drawdown Letter

  56 views 3 comments 0 points Most recent by les_cameron July 2025Technical stuff
• PFS withdrawn member access to study texts?

  161 views 10 comments 0 points Most recent by Andy_Schleider July 2025CPD & Exams
• Decumulation Advice - What does your firm do?

  100 views 4 comments 0 points Most recent by SA96 July 2025General
• Loan trust

  84 views 3 comments 0 points Most recent by les_cameron June 2025Technical stuff
• Business relief and CLTs

  62 views 3 comments 0 points Most recent by les_cameron June 2025Technical stuff
• Relevant Property Trusts and periodic charges (post 6 April 2026)

  82 views 6 comments 0 points Most recent by les_cameron June 2025Technical stuff
• LSA query

  55 views 1 comment 0 points Most recent by benjaminfabi June 2025Technical stuff
• Your help is needed by the Consumer Duty Alliance 😊

  63 views 1 comment 0 points Most recent by Calvert76 June 2025General
• J09 - Cash Flow Analysis

  114 views 1 comment 0 points Most recent by Wildparaplanner June 2025CPD & Exams
• TTFA Certificate for BCE 3 for a Pre A day Pension

  98 views 2 comments 0 points Most recent by PeterM June 2025Technical stuff
• Terms of Business

  85 views 0 comments 0 points Started by SophieApacible June 2025 Outsourced & freelance paraplanners
• Pension Annuity Common Quotation Form

  118 views 3 comments 0 points Most recent by TimMatthias June 2025General
• UK IHT for Australian Superannuation

  71 views 2 comments 0 points Most recent by Radnor June 2025Technical stuff
• Bond gains when settled into a life interest trust

  102 views 6 comments 0 points Most recent by Wildparaplanner June 2025Technical stuff
• Disabled Persons Trust

  82 views 2 comments 0 points Most recent by amarshall May 2025Technical stuff