The Big Tent

• Death and dying

  241 views 4 comments 0 points Most recent by Claire Goodwin April 26Technical stuff
• Firm Compliance/Technical Support Providers

  62 views 1 comment 0 points Most recent by TimMatthias April 25Products & providers
• Where to start for researching Sharia/Islamic compliant investments

  92 views 2 comments 0 points Most recent by TimMatthias April 24Technical stuff
• Report Writing & File Check Processes?

  160 views 0 comments 0 points Started by leroyle April 24 Paraplanning tips & tricks
• PCIAM June 2023

  249 views 2 comments 0 points Most recent by leroyle April 24CPD & Exams
• SSAS administrators and self-trading Investment Accounts

  61 views 2 comments 0 points Most recent by GarethM April 21Technical stuff
• Follow up questions from today's Online Assembly on lifetime allowance

  131 views 9 comments 0 points Most recent by richallum April 21Technical stuff
• Comparing DFM OCF's with Current Funds

  114 views 2 comments 0 points Most recent by Nath April 20Paraplanning tips & tricks
• Technical question re; TPAA - when to record the contribution date

  70 views 1 comment 0 points Most recent by TimMatthias April 20Paraplanning tips & tricks
• Fixed Protection and TFC

  113 views 3 comments 0 points Most recent by GarethM April 18Technical stuff
• Provider willing to accept pension with GAR over £30k with no positive recommendation

  58 views 0 comments 0 points Started by MothiusManius April 17 Products & providers
• R06 April 2023

  268 views 3 comments 0 points Most recent by Hoolahan April 17CPD & Exams
• Due Diligence

  168 views 2 comments 0 points Most recent by Richard April 6Outsourced & freelance paraplanners
• Cii- AF4 & J10

  310 views 2 comments 0 points Most recent by StephenS1990 April 5CPD & Exams
• AllTrust

  72 views 1 comment 0 points Most recent by richardgough April 5Products & providers
• PPF / PSO/ Death of Primary member

  56 views 1 comment 0 points Most recent by les_cameron April 3Technical stuff
• LTA Tax charge scrapped 2023/24 with LTA removed 2024/25 - planning considerations?

  305 views 9 comments 0 points Most recent by les_cameron March 29Technical stuff
• Report Writing Software

  156 views 2 comments 0 points Most recent by TomLloyd_Read March 28Technology & IT
• Trainee Advisor

  226 views 1 comment 0 points Most recent by DaleLucas March 23CPD & Exams
• Non UK Citizen Advice

  65 views 2 comments 0 points Most recent by DanAtkinsonUK March 22Technical stuff
• Conquest Financial Planning (new AI financial planning tool)

  214 views 3 comments 0 points Most recent by DanAtkinsonUK March 22Technology & IT
• Provider Research

  99 views 1 comment 0 points Most recent by Caro March 22Products & providers
• AF8 Assignment 1

  476 views 5 comments 0 points Most recent by Wildparaplanner March 21CPD & Exams
• LTA Changes & Inheritance Tax

  135 views 3 comments 0 points Most recent by richardgough March 21Technical stuff
• New Podcast

  72 views 0 comments 0 points Started by CQplanning March 16 General
• Some useful links, groups and other bits and pieces for paraplanners

  150 views 2 comments 0 points Most recent by Caro March 13General
• DFM / Maximum Ongoing Charges

  103 views 0 comments 0 points Started by ParaplannerFP March 7 Paraplanning tips & tricks
• HNW/UHNW Case Study Resources

  66 views 0 comments 0 points Started by Elgrandelulu March 7 General
• Exam credits - double bubble

  250 views 3 comments 0 points Most recent by benjaminfabi March 2CPD & Exams
• Queues on IO

  109 views 0 comments 0 points Started by smith February 27 Technology & IT