The Big Tent

• Microsoft Office test

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  76 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

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

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

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

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

  64 views 2 comments 0 points Most recent by benjaminfabi October 2025Technical stuff
• Client with PTFC & Fixed Protection 2014

  83 views 1 comment 0 points Most recent by les_cameron October 2025Technical stuff
• Career shift: planner to paraplanner move?

  200 views 4 comments 0 points Most recent by Planner12 October 2025General
• LSA calculation query pre 2006

  138 views 9 comments 0 points Most recent by les_cameron October 2025Technical stuff
• SSAS - 'unallocated' contributions

  256 views 5 comments 0 points Most recent by les_cameron October 2025Technical stuff
• Help! I just went over the VAT threshold – what happens now?

  128 views 3 comments 0 points Most recent by amelia_alices October 2025General
• VAT and adviser charging

  1.2K views 10 comments 0 points Most recent by amelia_alices October 2025Technical stuff