The Big Tent

• Pension withdrawal tax calculator

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

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

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

  159 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

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

  326 views 2 comments 0 points Most recent by Pushoz April 2019CPD & Exams
• Did anyone sit J05 today?

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

  117 views 4 comments 0 points Most recent by DanAtkinsonUK April 2019Technical stuff
• MIFID Compliant Review Letter and Charges Disclosure

  861 views 26 comments 0 points Most recent by charlotte.e April 2019General
• Managing workflow and time recording

  527 views 13 comments 0 points Most recent by Daniel_Lock April 2019Team leaders & managers
• R02 mock questions

  329 views 3 comments 0 points Most recent by Andy_Schleider April 2019CPD & Exams
• Accounting for bonus units for a switch cost comparison

  121 views 4 comments 0 points Most recent by benjaminfabi April 2019Technical stuff
• Failed RO1 - 5 Times

  2.5K views 15 comments 0 points Most recent by SW1990 April 2019CPD & Exams
• CRM Systems

  302 views 8 comments 0 points Most recent by LiamConnor April 2019Products & providers
• Small DB pot

  110 views 3 comments 0 points Most recent by Verus March 2019Products & providers
• SevenIM - A wrap Platform worth using?

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

  104 views 1 comment 0 points Most recent by Jona March 2019Technical stuff
• Top slicing

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

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

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

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

  153 views 0 comments 0 points Started by TerrierLady March 2019 CPD & Exams
• Updating templates for 2019/20

  131 views 3 comments 0 points Most recent by Gustavo_Fring March 2019General
• AF5 Case Study 2019 - Now released

  295 views 6 comments 0 points Most recent by AnnieG March 2019CPD & Exams
• Equity Release - ER1 Exam Training from Just

  145 views 0 comments 0 points Started by GaryEastall_Just March 2019 CPD & Exams
• Discretionary Loan Trust - Investment Bond

  159 views 4 comments 0 points Most recent by DanAtkinsonUK March 2019Technical stuff