The Big Tent

• Use of iPads in client meetings

  171 views 2 comments 0 points Most recent by Jona September 2019Technology & IT
• RIY

  2.9K views 38 comments 0 points Most recent by Rcaisley September 2019Technical stuff
• Finance Act 2013

  44 views 0 comments 0 points Started by Yonkers420 September 2019 Technical stuff
• Studying in the USA

  111 views 1 comment 0 points Most recent by Yonkers420 September 2019Technical stuff
• Bonus Query

  331 views 4 comments 0 points Most recent by ruthiebusybee September 2019General
• AF5 Oct

  141 views 0 comments 0 points Started by esthomizzy September 2019 CPD & Exams
• FCA, Annual reviews and Fees

  223 views 11 comments 0 points Most recent by AlbertaNK September 2019Technical stuff
• Diploma in Financial Planning vs Diploma in Regulated Financial Planning

  521 views 2 comments 0 points Most recent by chellejackson September 2019CPD & Exams
• R03

  150 views 0 comments 0 points Started by NatD1984 September 2019 CPD & Exams
• Impact investing and the power of storytelling

  84 views 0 comments 0 points Started by DanAtkinsonUK September 2019 General
• AF5 support materials - which is better?

  211 views 3 comments 0 points Most recent by T_Smith September 2019CPD & Exams
• Exams

  223 views 2 comments 0 points Most recent by Yonkers420 September 2019CPD & Exams
• Belgian Pension

  99 views 5 comments 0 points Most recent by Northface September 2019Technical stuff
• Salary sacrifice - help!

  167 views 6 comments 0 points Most recent by ruthiebusybee September 2019General
• Recommending taking DB income

  129 views 2 comments 0 points Most recent by lauroyle September 2019Technical stuff
• Company makeover project - looking for help/advice

  93 views 1 comment 0 points Most recent by richallum September 2019General
• Your thoughts on Synaptic

  76 views 0 comments 0 points Started by arongunningham September 2019 Products & providers
• How to become an outsourced paraplanner

  568 views 2 comments 0 points Most recent by HJB1920 September 2019Outsourced & freelance paraplanners
• Bond gain calculator (CashCalc alternative)

  275 views 6 comments 0 points Most recent by parawhat September 2019Technology & IT
• Income & CGT liability when Income is mandated to Beneficiary for Discretionary Trust

  99 views 2 comments 0 points Most recent by SW1990 September 2019Technical stuff
• Report Writing Tools

  297 views 4 comments 0 points Most recent by SW1990 September 2019Products & providers
• IHT and income shortfall question

  125 views 6 comments 0 points Most recent by ParaPiri September 2019Technical stuff
• External consultants

  213 views 7 comments 0 points Most recent by amarshall September 2019Team leaders & managers
• Off the shelf passive portfolios

  228 views 10 comments 0 points Most recent by SW1990 September 2019Products & providers
• LP2

  133 views 1 comment 0 points Most recent by AmyLG September 2019Technical stuff
• AML for corporates/companies - SIPP contributions from an employer

  165 views 0 comments 0 points Started by amcmillan September 2019 Paraplanning tips & tricks
• Focus Solutions Cashflow Modelling tool & Tools linking up with CP19/25

  115 views 2 comments 0 points Most recent by richallum September 2019Technology & IT
• Voyant Adviser & GO

  180 views 2 comments 0 points Most recent by DanAtkinsonUK September 2019Technology & IT
• Buddy Transfer Question

  486 views 5 comments 0 points Most recent by parawhat September 2019Technical stuff
• Paraplanners and hens teeth

  908 views 27 comments 0 points Most recent by Wildcherry September 2019General