The Big Tent

• Time Apportionment Relief

  106 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

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

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

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

  176 views 3 comments 0 points Most recent by les_cameron July 2024Technical stuff
• The Transferable Nil Rate Band - Spouses

  110 views 2 comments 0 points Most recent by les_cameron July 2024Technical stuff
• Pension Contributions over the Annual Allowance

  88 views 2 comments 0 points Most recent by les_cameron July 2024Technical stuff
• Client Support / Administrator Team Leader Group

  50 views 0 comments 0 points Started by Zoe_Claire July 2024 Team leaders & managers
• Scottish Pension Tax Relief

  144 views 3 comments 0 points Most recent by BryceClark22 July 2024Technical stuff
• Purchased Life Annuity

  251 views 6 comments 0 points Most recent by PeterM July 2024Products & providers
• Enhanced Protection, LSDBA, uncrystallised and crystallised funds, death pre 75

  111 views 4 comments 0 points Most recent by Rebtix July 2024Technical stuff
• illustration requirements

  180 views 3 comments 0 points Most recent by Nath July 2024General
• AF4 v PCIAM

  202 views 4 comments 0 points Most recent by Steven_McBurnie June 2024CPD & Exams
• Certificate in Paraplanning vs Diploma in Regulated Financial Planning

  235 views 4 comments 0 points Most recent by JouneyToFreelance June 2024CPD & Exams
• SSTFC

  104 views 2 comments 0 points Most recent by Sean_Fernyhough June 2024Technical stuff
• Outsourcing Paraplanning Start Up

  278 views 2 comments 0 points Most recent by MariaEvans24 June 2024Outsourced & freelance paraplanners
• Replacing a bond without bring the capital into consideration for the local authority for care fees

  150 views 3 comments 0 points Most recent by les_cameron June 2024Technical stuff
• Transitional Tax Free Amount - specific case

  161 views 4 comments 0 points Most recent by LLB June 2024Technical stuff
• AIM shares and replacement property rules

  131 views 2 comments 0 points Most recent by TimMatthias June 2024Technical stuff
• Unmarried couple investing £300K. Doesn't feel right to me.

  183 views 2 comments 0 points Most recent by TimMatthias June 2024Technical stuff
• Investment linked / With Profits Annuities

  150 views 3 comments 0 points Most recent by MothiusManius June 2024Products & providers
• Fund Charges

  176 views 4 comments 0 points Most recent by Wildparaplanner June 2024Technical stuff
• What AI tools or services are you using or looking at?

  458 views 13 comments 0 points Most recent by benjaminfabi June 2024Technology & IT
• Clients who are using the pension for IHT - When do you take the lump sum?

  171 views 1 comment 0 points Most recent by les_cameron June 2024Technical stuff
• Transitional Tax Free Amount enquiry for specific client case

  328 views 10 comments 0 points Most recent by MothiusManius June 2024Technical stuff
• Pensions Transfers and IHT

  164 views 7 comments 0 points Most recent by Kelly June 2024Technical stuff
• Onshore Bond in Trust. Trustee moved to USA.

  153 views 3 comments 0 points Most recent by TimMatthias June 2024Technical stuff
• Help with DD report writing

  229 views 0 comments 0 points Started by Ssandle June 2024 Paraplanning tips & tricks
• TechTalk from Scottish Widows

  161 views 0 comments 0 points Started by Ssandle June 2024 Supporter Tent