The Big Tent

• Annuity guaranteed period - non-qualifying beneficiaries

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

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

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

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

  68 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

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

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

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

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

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

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

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

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

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

  126 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
• Annual allowance and carry forward

  106 views 4 comments 0 points Most recent by les_cameron October 2025Technical stuff
• excess pension commencement lump sum and MPAA

  75 views 4 comments 0 points Most recent by les_cameron September 2025Technical stuff
• Suitability Report Writing Software

  262 views 1 comment 0 points Most recent by Steven_McBurnie September 2025Technology & IT
• Offshore Bond in Discretionary Trust - Taxation on Death

  108 views 4 comments 0 points Most recent by GMRJM September 2025Technical stuff
• Providing advice for insistent client

  135 views 4 comments 0 points Most recent by GolfPutt21 September 2025General
• Is this a capital purchase or spending from income?

  78 views 3 comments 0 points Most recent by les_cameron September 2025Technical stuff
• Normal Expenditure out of Income - ISA

  109 views 4 comments 0 points Most recent by LLB September 2025Technical stuff
• IHT from 2027 and insurable interest now

  92 views 2 comments 0 points Most recent by TomLloyd_Read September 2025Technical stuff
• DIM and Agent as Client

  83 views 1 comment 0 points Most recent by benjaminfabi September 2025Technical stuff
• Taking qualifications with both CII and CISI

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

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

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

  156 views 4 comments 0 points Most recent by les_cameron August 2025Technical stuff