The Big Tent

• Annuity Death Benefits & RNRB

  80 views 1 comment 0 points Most recent by les_cameron January 23Technical stuff
• Loan Trust

  69 views 2 comments 0 points Most recent by richardgough January 21Technical stuff
• VCT & pension contributions

  438 views 13 comments 0 points Most recent by les_cameron January 20Technical stuff
• Vulnerable Persons Trust Election

  64 views 2 comments 0 points Most recent by les_cameron January 20Technical stuff
• AIM shares and replacement property rules

  458 views 12 comments 0 points Most recent by les_cameron January 16Technical stuff
• Protected tax-free cash query

  127 views 5 comments 0 points Most recent by les_cameron January 8Technical stuff
• Microsoft Office test

  119 views 1 comment 0 points Most recent by sch0501 January 6Paraplanning tips & tricks
• TFC Recycling to fund spouse's pension

  342 views 5 comments 0 points Most recent by sch0501 December 2025Technical stuff
• Company-held Bonds/Gilts

  134 views 3 comments 0 points Most recent by GMRJM December 2025Technical stuff
• Enhanced Protection, Protected Tax Free Cash & LSA

  112 views 4 comments 0 points Most recent by les_cameron December 2025Technical stuff
• Budget

  177 views 9 comments 0 points Most recent by benjaminfabi December 2025Technical stuff
• Tax relief query

  86 views 3 comments 0 points Most recent by Jimbo December 2025Technical stuff
• Moving to Plannr from Intelligent Office

  349 views 3 comments 0 points Most recent by RFP November 2025Products & providers
• SSAS Asset Valuation - Accountant Question

  65 views 1 comment 0 points Most recent by benjaminfabi November 2025Technical stuff
• Protected Tax-Free Cash & No LSA Remaining

  157 views 5 comments 0 points Most recent by les_cameron November 2025Technical stuff
• IHT, Trusts, AIM and BR query!

  245 views 6 comments 0 points Most recent by Amy November 2025Technical stuff
• NHS Scheme active member wanting to make additional pension contributions

  64 views 0 comments 0 points Started by TimMatthias November 2025 General
• Annuity Protection - Proposed IHT Changes from 2027

  138 views 4 comments 0 points Most recent by les_cameron November 2025Technical stuff
• Block Transfer

  88 views 5 comments 0 points Most recent by les_cameron November 2025Technical stuff
• Annuity guaranteed period - non-qualifying beneficiaries

  78 views 6 comments 0 points Most recent by les_cameron November 2025Technical stuff
• Changes to scheme specific tax free cash - May 2025 ?

  510 views 21 comments 0 points Most recent by les_cameron November 2025Technical stuff
• TTFAC - Post 75 Crystallisation Event

  71 views 2 comments 0 points Most recent by les_cameron November 2025Technical stuff
• FSCS protection for UK based GIA within an offshore bond

  70 views 2 comments 0 points Most recent by Wildparaplanner November 2025Technical stuff
• Offshore Bond & Discretionary Management - Tax-deferred allowance?

  80 views 2 comments 0 points Most recent by les_cameron November 2025Technical stuff
• Clients Requesting Investment Withdrawals - non advised

  1.4K views 11 comments 0 points Most recent by Nath October 2025New to paraplanning
• Paraplanning Case Management

  180 views 3 comments 0 points Most recent by Steven_McBurnie October 2025General
• Crystallised Pension Transfer - Consolidation Possible?

  78 views 1 comment 0 points Most recent by les_cameron October 2025Technical stuff
• Tax free cash + Pension contributions

  170 views 18 comments 0 points Most recent by amarshall October 2025Technical stuff
• Offering support for outsourced Paraplanning work as new start-up

  165 views 0 comments 0 points Started by Paraflo October 2025 Outsourced & freelance paraplanners
• Tapered annual allowance

  67 views 2 comments 0 points Most recent by benjaminfabi October 2025Technical stuff