The Big Tent

• Business relief and CLTs

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

  83 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

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

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

  86 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

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

  103 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
• Defined Benefit Pension - Lump Sum Allowance

  65 views 1 comment 0 points Most recent by les_cameron May 2025Technical stuff
• What AI tools or services are you using or looking at?

  1.2K views 30 comments 0 points Most recent by smith May 2025Technology & IT
• APS S&S ISA cancellation rights into an existing plan

  85 views 1 comment 0 points Most recent by benjaminfabi May 2025Technical stuff
• Teachers' Pension Scheme - PIAs

  149 views 4 comments 0 points Most recent by les_cameron May 2025Technical stuff
• Scottish Widows Platform introduces drip-feed drawdown

  77 views 0 comments 0 points Started by Ssandle May 2025 Supporter Tent
• Rysaffe Principle query

  90 views 0 comments 0 points Started by Wildparaplanner May 2025 Technical stuff
• Gift inter vivos query for gifting PCLS

  103 views 1 comment 0 points Most recent by benjaminfabi May 2025Technical stuff
• IHT vodcast from Scottish Widows

  60 views 1 comment 0 points Most recent by SA96 May 2025Supporter Tent
• Product Research Systems

  145 views 1 comment 0 points Most recent by Steven_McBurnie April 2025Technology & IT
• Auto Rebalancing functionality on platforms

  113 views 2 comments 0 points Most recent by benjaminfabi April 2025Technical stuff
• Copilot

  106 views 0 comments 0 points Started by Sean_Fernyhough April 2025 General
• Reduction in relief for AIM

  101 views 1 comment 0 points Most recent by SA96 April 2025Technical stuff
• Report checking

  170 views 1 comment 0 points Most recent by smith April 2025Paraplanning tips & tricks
• Trying to break into Financial Planning

  167 views 1 comment 0 points Most recent by sch0501 April 2025New to paraplanning
• Withdrawing pension money as a POA to gift to son

  111 views 2 comments 0 points Most recent by les_cameron April 2025Technical stuff
• CPD for Paraplanners

  178 views 2 comments 0 points Most recent by Steven_McBurnie April 2025CPD & Exams
• 10% Drop Notifications

  162 views 2 comments 0 points Most recent by fredboiii95 April 2025Technical stuff
• DGT query

  206 views 7 comments 0 points Most recent by les_cameron April 2025Technical stuff
• Quick Bond surrender question....

  89 views 2 comments 0 points Most recent by Amy April 2025Technical stuff