The Big Tent

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• FE Analytics & SJP

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• Pension withdrawal tax calculator

  633 views 8 comments 0 points Most recent by Clare_Weight April 2019Paraplanning tips & tricks
• Taxation of Offshore Bonds for US Residents

  596 views 4 comments 0 points Most recent by Jamie_Barnes April 2019Technical stuff
• Family Income Benefit - IHT & Policy Ownership

  226 views 3 comments 0 points Most recent by richardgough April 2019Technical stuff
• Small Firm or Corporate?

  156 views 4 comments 0 points Most recent by kpin April 2019General
• Qualifying WOL - chargeable event?

  160 views 2 comments 0 points Most recent by benjaminfabi April 2019Technical stuff
• Pension Regulars Post 75

  91 views 2 comments 0 points Most recent by Colin1980 April 2019Products & providers
• Single Premium Term Assurance

  79 views 0 comments 0 points Started by arongunningham April 2019 Technical stuff
• PROD rules

  99 views 0 comments 0 points Started by AndyRichards April 2019 Technical stuff
• R04 - mock exam

  164 views 1 comment 0 points Most recent by scotty April 2019CPD & Exams
• AF1

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• Did anyone sit J05 today?

  119 views 5 comments 0 points Most recent by TerrierLady April 2019CPD & Exams
• Residence Nil Rate Band

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• MIFID Compliant Review Letter and Charges Disclosure

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• Managing workflow and time recording

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• R02 mock questions

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• Accounting for bonus units for a switch cost comparison

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• Failed RO1 - 5 Times

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• CRM Systems

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• Small DB pot

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• SevenIM - A wrap Platform worth using?

  179 views 2 comments 0 points Most recent by Andy_Schleider March 2019Products & providers
• CGT On jewellery

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• Top slicing

  148 views 2 comments 0 points Most recent by amarshall March 2019Technical stuff
• Top paraplanning tips in March online howwow

  232 views 0 comments 0 points Started by Admin March 2019 Paraplanning tips & tricks
• FSCS Limits in a pension

  209 views 6 comments 0 points Most recent by arongunningham March 2019Technical stuff
• Useful video on exam technique

  186 views 2 comments 0 points Most recent by TerrierLady March 2019CPD & Exams
• J05 reading list?

  151 views 0 comments 0 points Started by TerrierLady March 2019 CPD & Exams