The Big Tent

• Offshore bonds & VAT

  409 views 3 comments 0 points Most recent by evelyn_emma August 2025Technical stuff
• GWR - property gifting

  69 views 1 comment 0 points Most recent by richardgough August 2025Technical stuff
• DFMs and VAT

  360 views 2 comments 0 points Most recent by JamesmiaaAva August 2025Technical stuff
• Partial and Full bond surrenders

  87 views 2 comments 0 points Most recent by smith August 2025Technical stuff
• Carried forward NRB and gifting

  52 views 6 comments 0 points Most recent by Wildparaplanner July 2025Technical stuff
• Associates Wanting 'Free' Advice

  196 views 4 comments 0 points Most recent by Scotsgirl86 July 2025General
• Outsourced Paraplanners needed!

  465 views 1 comment 0 points Most recent by Scotsgirl86 July 2025Outsourced & freelance paraplanners
• IHT and Moving Abroad

  91 views 2 comments 0 points Most recent by PippaO July 2025Technical stuff
• CISI Scotland - 28 August 2025 (Edinburgh)

  80 views 1 comment 0 points Most recent by Steven_McBurnie July 2025CPD & Exams
• Pensions & IHT

  170 views 9 comments 0 points Most recent by smith July 2025Technical stuff
• Maximum tax free cash pre A Day

  51 views 2 comments 0 points Most recent by richallum July 2025Technical stuff
• FE Analytics cost

  154 views 0 comments 0 points Started by sch0501 July 2025 Technology & IT
• IHT Annual Exemption - when is it used?

  101 views 6 comments 0 points Most recent by Wildparaplanner July 2025Technical stuff
• State pension

  86 views 3 comments 0 points Most recent by benjaminfabi July 2025Technical stuff
• Family Investment Company - GIA or Bond?

  593 views 8 comments 0 points Most recent by william_Morin July 2025Technical stuff
• CII R04 Exam Guide question help

  97 views 0 comments 0 points Started by knowR0 July 2025 CPD & Exams
• Ask the expert - Business protection with Jon Hall, Scottish Widows

  137 views 5 comments 0 points Most recent by JonHallSWP July 2025Technical stuff
• To VAT or not to VAT (that is the question)

  615 views 10 comments 0 points Most recent by JasperLeonson July 2025Technical stuff
• Bond in Vulnerable trust

  59 views 2 comments 0 points Most recent by les_cameron July 2025Technical stuff
• GAD Review Letter & Capped Drawdown Letter

  61 views 3 comments 0 points Most recent by les_cameron July 2025Technical stuff
• PFS withdrawn member access to study texts?

  179 views 10 comments 0 points Most recent by Andy_Schleider July 2025CPD & Exams
• Decumulation Advice - What does your firm do?

  107 views 4 comments 0 points Most recent by SA96 July 2025General
• Loan trust

  92 views 3 comments 0 points Most recent by les_cameron June 2025Technical stuff
• Business relief and CLTs

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

  92 views 6 comments 0 points Most recent by les_cameron June 2025Technical stuff
• LSA query

  58 views 1 comment 0 points Most recent by benjaminfabi June 2025Technical stuff
• Your help is needed by the Consumer Duty Alliance 😊

  65 views 1 comment 0 points Most recent by Calvert76 June 2025General
• J09 - Cash Flow Analysis

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

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

  96 views 0 comments 0 points Started by SophieApacible June 2025 Outsourced & freelance paraplanners