The Big Tent

• Equalisation Payment & LTA / LTA Charge

  107 views 0 comments 0 points Started by fredboiii95 March 25 Technical stuff
• Opportunity for a Freelance Paraplanner

  691 views 1 comment 0 points Most recent by Joleneg March 21Outsourced & freelance paraplanners
• Outsourced Paraplanning Support Required - questions to ask

  374 views 2 comments 0 points Most recent by Joleneg March 21Outsourced & freelance paraplanners
• Adding a class of beneficiary to an existing trust

  193 views 4 comments 0 points Most recent by les_cameron March 20Technical stuff
• Relevant earnings for Pension contributions

  143 views 1 comment 0 points Most recent by les_cameron March 19Technical stuff
• McCloud Remedy - What to contribute?

  222 views 2 comments 0 points Most recent by Sean_Fernyhough March 18Technical stuff
• Enhanced tax-free cash query

  275 views 8 comments 0 points Most recent by SA96 March 15Technical stuff
• Rules of Intestacy

  132 views 2 comments 0 points Most recent by Jen_Berwick March 15Technical stuff
• Illiquid holding in SIPP

  191 views 3 comments 0 points Most recent by TomLloyd_Read March 15Technical stuff
• Income strategy/tax calculation

  144 views 2 comments 0 points Most recent by TomLloyd_Read March 15Technical stuff
• Recycling PCLS

  130 views 1 comment 0 points Most recent by les_cameron March 14Technical stuff
• R02 Support

  213 views 5 comments 0 points Most recent by Jen_Berwick March 14CPD & Exams
• Trust tax rates 2024/25

  190 views 3 comments 0 points Most recent by les_cameron March 11Technical stuff
• Residential NRB and houseboats/barges

  169 views 2 comments 0 points Most recent by Sean_Fernyhough March 8Technical stuff
• Updating suitability templates for 2024/25

  211 views 3 comments 0 points Most recent by Gustavo_Fring March 8General
• Furnished Holiday Lettings from April 2025

  119 views 2 comments 0 points Most recent by les_cameron March 7Technical stuff
• Is this considered an "opt out" in regards to DB advice?

  164 views 0 comments 0 points Started by Wildparaplanner March 6 Technical stuff
• AF8 - Referencing

  390 views 1 comment 0 points Most recent by LHR301 March 4CPD & Exams
• New LTA regime - pre-2006 DB with no relevant BCEs

  315 views 8 comments 0 points Most recent by les_cameron March 1Technical stuff
• EIS, AIM and IHT query

  301 views 4 comments 0 points Most recent by Amy February 28Technical stuff
• Carry Forward + Salary Sacrifice + Tapered Annual Allowance

  145 views 4 comments 0 points Most recent by Wildparaplanner February 28Technical stuff
• AF1 and AF4 hardcopy

  241 views 2 comments 0 points Most recent by Inna February 27CPD & Exams
• Beneficiary's Drawdown

  234 views 9 comments 0 points Most recent by PeterM February 26Technical stuff
• Joint or 2x single SRs?

  158 views 1 comment 0 points Most recent by benjaminfabi February 22General
• Disclosing Fixed Fees

  172 views 1 comment 0 points Most recent by benjaminfabi February 22Technical stuff
• LSA / LSDBA transitional rules calculation

  666 views 18 comments 0 points Most recent by les_cameron February 22Technical stuff
• Pension Term Assurance (PTA)

  154 views 4 comments 0 points Most recent by SA96 February 21Technical stuff
• Judicial Pension Scheme (2022) / Adjusted Net Income

  179 views 3 comments 0 points Most recent by les_cameron February 19Technical stuff
• New LSA and a disqualifying pension credit

  186 views 6 comments 0 points Most recent by les_cameron February 19Technical stuff
• Tax wrapper comparison tool for trust clients

  190 views 0 comments 0 points Started by AngelaCam February 14 Technical stuff