The Big Tent

• Trying secure first paraplanning/administrative role after leaving the British Army.

  120 views 2 comments 0 points Most recent by Caro November 2020General
• Charges - Annual Review

  147 views 5 comments 0 points Most recent by edevan5 November 2020New to paraplanning
• Bonus sacrifice

  52 views 0 comments 0 points Started by Chris_Hindle1 November 2020 Technical stuff
• Straight into Level 6?

  285 views 6 comments 0 points Most recent by esthomizzy November 2020CPD & Exams
• Using Docusign outside of IO

  49 views 0 comments 0 points Started by Amanda_2277 November 2020 Technology & IT
• R02

  119 views 3 comments 0 points Most recent by rwooffatst November 2020CPD & Exams
• Pensions on Divorce

  82 views 2 comments 0 points Most recent by Yonkers420 November 2020Technical stuff
• Distribution of Trust assets (Offshore Bond) - taxation for higher rate tax payers

  84 views 4 comments 0 points Most recent by richardgough November 2020Technical stuff
• invidion.uk - New Investment Bond Tool

  303 views 4 comments 0 points Most recent by sentinel555 November 2020Our news
• Direct Property - Offshore Bonds

  61 views 0 comments 0 points Started by Ralfos October 2020 Technical stuff
• Lifetime Allowance increase for next tax year

  117 views 1 comment 0 points Most recent by DanOakes October 2020Technical stuff
• Another hoping of a career change, hoping for guidance!

  213 views 3 comments 0 points Most recent by DanOakes October 2020New to paraplanning
• Cii - PSI Exam issues

  260 views 2 comments 0 points Most recent by jhardingham October 2020CPD & Exams
• Trustee Bank Accounts

  3.3K views 12 comments 0 points Most recent by arongunningham October 2020General
• Research software

  144 views 2 comments 0 points Most recent by benjaminfabi October 2020Outsourced & freelance paraplanners
• AF6 Coursework

  360 views 3 comments 0 points Most recent by robht5 October 2020CPD & Exams
• R04 - Tips

  139 views 2 comments 0 points Most recent by DanOakes October 2020CPD & Exams
• R06 October - Study buddy?

  1K views 37 comments 0 points Most recent by spindo October 2020CPD & Exams
• Advisory Investment Management

  79 views 2 comments 0 points Most recent by RyanBrown October 2020Products & providers
• Initial Client Contact

  88 views 4 comments 0 points Most recent by CHMDMC00 October 2020Administrator's Tent
• AF5 October 2020 Sitting

  371 views 8 comments 0 points Most recent by GA2Hela October 2020CPD & Exams
• Income Protection

  68 views 2 comments 0 points Most recent by Andy_Schleider October 2020Products & providers
• Providers

  102 views 1 comment 0 points Most recent by Andy_Schleider October 2020Products & providers
• R03 very simple question that I am not getting - REMOVED Question as was being a bit stooopid!

  127 views 1 comment 0 points Most recent by GallusAlice October 2020CPD & Exams
• CII Remote Exams - Discussion?

  242 views 8 comments 0 points Most recent by GallusAlice October 2020CPD & Exams
• Income protection for client who recently moved to the UK

  43 views 2 comments 0 points Most recent by Chris_Hindle1 October 2020Technical stuff
• How do you store your documents

  224 views 10 comments 0 points Most recent by Suse1969 October 2020Technology & IT
• Outsourced administration

  149 views 2 comments 0 points Most recent by PPWow October 2020Outsourced & freelance paraplanners
• With Profits Transfers

  163 views 6 comments 0 points Most recent by Yonkers420 October 2020Technical stuff
• Reminder about paid and licensed exam preparation material

  93 views 0 comments 0 points Started by Admin September 2020 CPD & Exams