The Big Tent

• Client Support / Administrator Team Leader Group

  47 views 0 comments 0 points Started by Zoe_Claire July 17 Team leaders & managers
• Scottish Pension Tax Relief

  141 views 3 comments 0 points Most recent by BryceClark22 July 16Technical stuff
• Purchased Life Annuity

  249 views 6 comments 0 points Most recent by PeterM July 12Products & providers
• Enhanced Protection, LSDBA, uncrystallised and crystallised funds, death pre 75

  109 views 4 comments 0 points Most recent by Rebtix July 5Technical stuff
• illustration requirements

  179 views 3 comments 0 points Most recent by Nath July 2General
• AF4 v PCIAM

  197 views 4 comments 0 points Most recent by Steven_McBurnie June 28CPD & Exams
• Certificate in Paraplanning vs Diploma in Regulated Financial Planning

  226 views 4 comments 0 points Most recent by JouneyToFreelance June 27CPD & Exams
• SSTFC

  103 views 2 comments 0 points Most recent by Sean_Fernyhough June 27Technical stuff
• Outsourcing Paraplanning Start Up

  261 views 2 comments 0 points Most recent by MariaEvans24 June 27Outsourced & freelance paraplanners
• Replacing a bond without bring the capital into consideration for the local authority for care fees

  145 views 3 comments 0 points Most recent by les_cameron June 27Technical stuff
• Transitional Tax Free Amount - specific case

  160 views 4 comments 0 points Most recent by LLB June 24Technical stuff
• AIM shares and replacement property rules

  128 views 2 comments 0 points Most recent by TimMatthias June 21Technical stuff
• Unmarried couple investing £300K. Doesn't feel right to me.

  180 views 2 comments 0 points Most recent by TimMatthias June 19Technical stuff
• Investment linked / With Profits Annuities

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

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

  447 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?

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

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

  163 views 7 comments 0 points Most recent by Kelly June 13Technical stuff
• Onshore Bond in Trust. Trustee moved to USA.

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

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

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

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

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

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

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

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

  219 views 4 comments 0 points Most recent by elspel May 20CPD & Exams
• Borrowing for Business Relief investment

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

  201 views 2 comments 0 points Most recent by AnnBrand May 16CPD & Exams