The Big Tent

• Bond gain calculator (CashCalc alternative)

  300 views 6 comments 0 points Most recent by parawhat September 2019Technology & IT
• Income & CGT liability when Income is mandated to Beneficiary for Discretionary Trust

  110 views 2 comments 0 points Most recent by SW1990 September 2019Technical stuff
• Report Writing Tools

  304 views 4 comments 0 points Most recent by SW1990 September 2019Products & providers
• IHT and income shortfall question

  133 views 6 comments 0 points Most recent by ParaPiri September 2019Technical stuff
• External consultants

  219 views 7 comments 0 points Most recent by amarshall September 2019Team leaders & managers
• Off the shelf passive portfolios

  241 views 10 comments 0 points Most recent by SW1990 September 2019Products & providers
• LP2

  137 views 1 comment 0 points Most recent by AmyLG September 2019Technical stuff
• AML for corporates/companies - SIPP contributions from an employer

  197 views 0 comments 0 points Started by amcmillan September 2019 Paraplanning tips & tricks
• Focus Solutions Cashflow Modelling tool & Tools linking up with CP19/25

  128 views 2 comments 0 points Most recent by richallum September 2019Technology & IT
• Voyant Adviser & GO

  198 views 2 comments 0 points Most recent by DanAtkinsonUK September 2019Technology & IT
• Buddy Transfer Question

  517 views 5 comments 0 points Most recent by parawhat September 2019Technical stuff
• Paraplanners and hens teeth

  922 views 27 comments 0 points Most recent by Wildcherry September 2019General
• AF6

  659 views 5 comments 0 points Most recent by PPWow September 2019CPD & Exams
• Excel spreadsheet for calculating tiered charges

  5.8K views 10 comments 0 points Most recent by Nathan September 2019Technology & IT
• Revision aids – 2019–20 R02

  127 views 0 comments 0 points Started by Richwhite181 September 2019 CPD & Exams
• Covering Brexit in Suitability Reports

  186 views 6 comments 0 points Most recent by Andy_Schleider September 2019Technical stuff
• Voice recognition software

  178 views 6 comments 0 points Most recent by Gustavo_Fring September 2019Technology & IT
• Non-regulated private client work

  223 views 5 comments 0 points Most recent by PPWow September 2019Outsourced & freelance paraplanners
• R01 - My First Exam - My Thoughts

  6.5K views 11 comments 0 points Most recent by LuizaBTS August 2019CPD & Exams
• R02 exam questions and papers

  487 views 1 comment 0 points Most recent by LuizaBTS August 2019CPD & Exams
• State Pension Top Ups

  97 views 2 comments 0 points Most recent by julesstewart1983 August 2019General
• What Role do Paraplanners Play in the Advice Process?

  145 views 4 comments 0 points Most recent by amarshall August 2019General
• Due diligence on advisers

  255 views 3 comments 0 points Most recent by richallum August 2019Outsourced & freelance paraplanners
• Outsourced guys - what research tools do you use?

  299 views 5 comments 0 points Most recent by Caro August 2019Outsourced & freelance paraplanners
• Excel Spreadsheet Help

  413 views 2 comments 0 points Most recent by Rcaisley August 2019Paraplanning tips & tricks
• Redmill Advance - R01

  2.3K views 15 comments 0 points Most recent by Dxm87 August 2019CPD & Exams
• Individual Protection 2016

  78 views 0 comments 0 points Started by Chrisg1 August 2019 Technical stuff
• R01 - help!

  170 views 1 comment 0 points Most recent by stacey_smith August 2019CPD & Exams
• Ethical Providers (alternatives to Parmenion)

  209 views 4 comments 0 points Most recent by Rcaisley August 2019Technical stuff
• Redmill Advance-RO1

  207 views 1 comment 0 points Most recent by Dr1ver August 2019CPD & Exams