The Big Tent

• Auto Rebalancing functionality on platforms

  113 views 2 comments 0 points Most recent by benjaminfabi April 2025Technical stuff
• Copilot

  109 views 0 comments 0 points Started by Sean_Fernyhough April 2025 General
• Reduction in relief for AIM

  101 views 1 comment 0 points Most recent by SA96 April 2025Technical stuff
• Report checking

  172 views 1 comment 0 points Most recent by smith April 2025Paraplanning tips & tricks
• Trying to break into Financial Planning

  169 views 1 comment 0 points Most recent by sch0501 April 2025New to paraplanning
• Withdrawing pension money as a POA to gift to son

  112 views 2 comments 0 points Most recent by les_cameron April 2025Technical stuff
• CPD for Paraplanners

  188 views 2 comments 0 points Most recent by Steven_McBurnie April 2025CPD & Exams
• 10% Drop Notifications

  164 views 2 comments 0 points Most recent by fredboiii95 April 2025Technical stuff
• DGT query

  209 views 7 comments 0 points Most recent by les_cameron April 2025Technical stuff
• Quick Bond surrender question....

  90 views 2 comments 0 points Most recent by Amy April 2025Technical stuff
• JISA & ISA

  76 views 3 comments 0 points Most recent by GarethM April 2025Technical stuff
• Purchase of an Annuity logistics

  82 views 2 comments 0 points Most recent by Nathan April 2025Administrator's Tent
• Scottish Widows Platform Paraplanner Room - new articles

  65 views 0 comments 0 points Started by Ssandle April 2025 Supporter Tent
• Standalone Lump Sum Payment

  106 views 1 comment 0 points Most recent by les_cameron April 2025Technical stuff
• Trainee Paraplanner progression scheme

  138 views 2 comments 0 points Most recent by PTLeader April 2025Team leaders & managers
• Tax consequences of spousal transfers

  289 views 13 comments 0 points Most recent by les_cameron April 2025Technical stuff
• Valuations

  71 views 0 comments 0 points Started by smith April 2025 General
• Partial Annuity - MPAA

  107 views 2 comments 0 points Most recent by les_cameron March 2025Technical stuff
• Gifts out of surplus income

  329 views 11 comments 0 points Most recent by amelia1983 March 2025Technical stuff
• Overseas Transfer Allowance

  65 views 1 comment 0 points Most recent by les_cameron March 2025Technical stuff
• Phased Drawdown Calculator

  133 views 4 comments 0 points Most recent by ruthiebusybee March 2025Technical stuff
• Carried interest

  64 views 0 comments 0 points Started by LiliS March 2025 Technical stuff
• Missing base costs for CGT

  127 views 2 comments 0 points Most recent by richallum March 2025Technical stuff
• Phased Surrender of Offshore Investment Bonds

  89 views 4 comments 0 points Most recent by CharlieSmithson March 2025Technical stuff
• Offshore bond surrender - tax calc method check...

  126 views 5 comments 0 points Most recent by les_cameron March 2025Technical stuff
• Taking out a partial annuity

  85 views 1 comment 0 points Most recent by les_cameron February 2025Technical stuff
• Salary sacrifice & Minimum Wage

  95 views 2 comments 0 points Most recent by smith February 2025Technical stuff
• Follow up to pensions & death Online Assembly

  113 views 8 comments 0 points Most recent by les_cameron February 2025Technical stuff
• Difference between CII and CISI

  384 views 2 comments 0 points Most recent by 7Maid4 February 2025CPD & Exams
• Returning additional funds after annuity purchase

  96 views 3 comments 0 points Most recent by les_cameron February 2025Technical stuff