The Big Tent

• US Domiciled returning to UK

  78 views 1 comment 0 points Most recent by parawhat September 2020Technical stuff
• Wizard Learning or Brand Exam packs???

  669 views 2 comments 0 points Most recent by parawhat September 2020CPD & Exams
• Client moving to US - pension issue

  93 views 1 comment 0 points Most recent by parawhat September 2020Products & providers
• Brilliant Podcast on Help with Exam's...

  196 views 1 comment 0 points Most recent by GA2Hela September 2020CPD & Exams
• Keeping up to date............

  89 views 0 comments 0 points Started by ruthiebusybee September 2020 General
• US Stockbroking Portfolio

  60 views 0 comments 0 points Started by Colin1980 September 2020 Technical stuff
• Looking for a good top-slicing webinar

  153 views 4 comments 0 points Most recent by ruthiebusybee September 2020General
• Tax on Savings Interest - Pure Confusion

  186 views 1 comment 0 points Most recent by Sean_Fernyhough September 2020CPD & Exams
• CII Remark

  1K views 5 comments 0 points Most recent by Andy_Schleider September 2020CPD & Exams
• R02 - Exam Tips

  3.7K views 10 comments 0 points Most recent by jadud92 September 2020CPD & Exams
• AF5 easter

  530 views 17 comments 0 points Most recent by esthomizzy September 2020Our news
• DB revaluation - cashflow assumptions

  167 views 2 comments 0 points Most recent by benjaminfabi September 2020Technical stuff
• ESG and Impact Investing

  126 views 1 comment 0 points Most recent by alam_wealthkid September 2020Technical stuff
• R06 - July Results

  1.2K views 5 comments 0 points Most recent by jhardingham September 2020CPD & Exams
• Just checking in....

  252 views 4 comments 0 points Most recent by Caroline_Singleton August 2020General
• Initial Client Contact Protocol

  117 views 0 comments 0 points Started by GallusAlice August 2020 General
• R03 Help

  1.3K views 9 comments 0 points Most recent by RyanBrown August 2020CPD & Exams
• APS ISAs

  85 views 2 comments 0 points Most recent by rwooffatst August 2020Technical stuff
• R03 - Please Help!

  2K views 29 comments 0 points Most recent by richardgough August 2020CPD & Exams
• What industry awards are there for Financial Advisers?

  89 views 0 comments 0 points Started by RickSanchez August 2020 General
• Emergency Tax

  145 views 2 comments 0 points Most recent by Nath August 2020Technical stuff
• Advertising / Marketing

  108 views 3 comments 0 points Most recent by Rcaisley August 2020General
• Careers - the best move to make?

  286 views 4 comments 0 points Most recent by Caroline_Singleton August 2020General
• R06 Example Analysis

  152 views 1 comment 0 points Most recent by JonPaulEllis August 2020CPD & Exams
• Barriers to exit - platforms refusing to convert funds

  101 views 2 comments 0 points Most recent by Jamie_Barnes August 2020Products & providers
• Retirement Options

  442 views 6 comments 0 points Most recent by Caroline_Singleton August 2020Paraplanning tips & tricks
• Supporting One Another

  1.7K views 71 comments 0 points Most recent by Clairebear512 August 2020General
• IHT cumulation - failed PETs and CLTs

  409 views 3 comments 0 points Most recent by Chris August 2020CPD & Exams
• Advertising/marketing question

  122 views 0 comments 0 points Started by Andy_Schleider August 2020 Outsourced & freelance paraplanners
• Infographics on Reports

  483 views 10 comments 0 points Most recent by parawhat August 2020Paraplanning tips & tricks