The Big Tent

• Will Trust - Moving into care home

  144 views 6 comments 0 points Most recent by les_cameron August 2024Technical stuff
• Trustees paying for the life cover of the settlor?

  81 views 2 comments 0 points Most recent by SA96 August 2024Technical stuff
• Exit charges in first ten years

  103 views 3 comments 0 points Most recent by les_cameron August 2024Technical stuff
• Calculating CGT on shares

  82 views 0 comments 0 points Started by caithall341 August 2024 Technical stuff
• Decumulation ATR Questionnaire

  104 views 2 comments 0 points Most recent by TimMatthias August 2024General
• Term assurance

  98 views 2 comments 0 points Most recent by Calvert76 August 2024Products & providers
• Scheme-specific lump sum protection — calculating a member’s entitlement

  298 views 4 comments 0 points Most recent by les_cameron August 2024Technical stuff
• Are you a team leader or manager?

  1.4K views 41 comments 0 points Most recent by Cwalker83 August 2024Team leaders & managers
• Paraplanning Services

  547 views 5 comments 0 points Most recent by Chris1 August 2024Outsourced & freelance paraplanners
• Freelance Chartered Paraplanner looking for new opportunities

  500 views 3 comments 0 points Most recent by Chris1 August 2024Outsourced & freelance paraplanners
• Freelance and Outsourced Paraplanner

  357 views 1 comment 0 points Most recent by Chris1 August 2024Outsourced & freelance paraplanners
• Losing Enhanced Protection whilst legislation issues persist

  78 views 4 comments 0 points Most recent by Wildparaplanner August 2024Technical stuff
• RO3 Onshore Bond Question

  176 views 5 comments 0 points Most recent by Amel23 August 2024CPD & Exams
• Existing Clients - Ad hoc Withdrawals

  149 views 4 comments 0 points Most recent by SA96 August 2024General
• AF4 - 7th March sitting

  517 views 13 comments 0 points Most recent by Wildparaplanner August 2024CPD & Exams
• Scheme-Specific Tax Free Cash

  146 views 5 comments 0 points Most recent by les_cameron July 2024Technical stuff
• TTFAC and previously taken SSPTFC

  48 views 1 comment 0 points Most recent by les_cameron July 2024Technical stuff
• Would this fall under DB transfer rules?

  91 views 4 comments 0 points Most recent by PeterM July 2024Technical stuff
• IPDI - tax treatment of portfolio

  62 views 3 comments 0 points Most recent by richardgough July 2024Technical stuff
• Proceeds from Trust wind up paid to minors - what can be done next?

  84 views 3 comments 0 points Most recent by benjaminfabi July 2024Technical stuff
• Ending IIP (IPDI) Trust within lifetime

  69 views 1 comment 0 points Most recent by richardgough July 2024Technical stuff
• Jointly owned property - co-habiting couple. IHT treatment on death.

  56 views 1 comment 0 points Most recent by les_cameron July 2024Technical stuff
• Need a boost to your CPD?

  77 views 0 comments 0 points Started by Theresa_Dixon July 2024 CPD & Exams
• Gifts of deferred consideration - 7 year clock timing

  59 views 2 comments 0 points Most recent by PippaO July 2024Technical stuff
• Time Apportionment Relief

  107 views 3 comments 0 points Most recent by les_cameron July 2024Technical stuff
• New money to an existing Loan Trust and TRS requirements

  53 views 1 comment 0 points Most recent by les_cameron July 2024Technical stuff
• MPS and KIID document disclosure

  71 views 0 comments 0 points Started by Wildparaplanner July 2024 Technical stuff
• TTFAC Calculation

  167 views 4 comments 0 points Most recent by MarkDevlin July 2024Technical stuff
• Buddy Transfer - One member missed the 12 month deadline

  65 views 3 comments 0 points Most recent by les_cameron July 2024Technical stuff
• Funding a Pension from an ISA

  180 views 3 comments 0 points Most recent by les_cameron July 2024Technical stuff