The Big Tent

• Taking qualifications with both CII and CISI

  260 views 3 comments 0 points Most recent by Radnor September 2025CPD & Exams
• GIAs for corporate accounts

  83 views 1 comment 0 points Most recent by benjaminfabi August 2025Products & providers
• QROPS and TTFAC

  259 views 9 comments 0 points Most recent by TomLloyd_Read August 2025Technical stuff
• Using Crystallised Pension for purchase of Pension Annuity AND Pension Transfer

  138 views 4 comments 0 points Most recent by les_cameron August 2025Technical stuff
• Investment Pathways

  548 views 10 comments 0 points Most recent by Sean_Fernyhough August 2025Technical stuff
• Pension sharing orders

  118 views 2 comments 0 points Most recent by timblowers August 2025Paraplanning tips & tricks
• Pension Post 2027 question

  246 views 10 comments 0 points Most recent by les_cameron August 2025Technical stuff
• Stand alone lump sum & MPAA

  66 views 3 comments 0 points Most recent by les_cameron August 2025Technical stuff
• How Are VAT-Inclusive Discounts Handled?

  54 views 1 comment 0 points Most recent by jamies_taylor August 2025Technical stuff
• Employer contributions / Annual allowance

  101 views 2 comments 0 points Most recent by benjaminfabi August 2025Technical stuff
• Offshore bonds & VAT

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  64 views 3 comments 0 points Most recent by les_cameron July 2025Technical stuff