The Big Tent

• 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

  64 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

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

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

  66 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

  327 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

  130 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

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

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

  124 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

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

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

  92 views 3 comments 0 points Most recent by les_cameron February 2025Technical stuff
• Know Your Limits Wednesday 19 February 10am

  65 views 0 comments 0 points Started by Ssandle February 2025 Supporter Tent
• Navigating national insurance changes using salary exchange

  49 views 0 comments 0 points Started by Ssandle February 2025 Supporter Tent
• Swiss pension

  54 views 0 comments 0 points Started by TomLloyd_Read February 2025 Technical stuff
• Ask the Expert - Pensions with Gareth Davies, Scottish Widows

  92 views 2 comments 0 points Most recent by GarethDavies February 2025Technical stuff
• Are you looking for outsourced Paraplanning?

  216 views 0 comments 0 points Started by jayt February 2025 Outsourced & freelance paraplanners
• Appetite for Paraplanning

  178 views 0 comments 0 points Started by Rosie12 February 2025 Outsourced & freelance paraplanners
• LifeQuote

  101 views 0 comments 0 points Started by lewisro February 2025 General
• Ask the Expert - Protection with Jon Hall, Scottish Widows

  178 views 8 comments 0 points Most recent by Wildparaplanner February 2025Technical stuff
• Drawdown to drawdown transfers and stakeholder discounting rules

  107 views 3 comments 0 points Most recent by benjaminfabi February 2025Technical stuff
• Electronic Money Institutions

  59 views 0 comments 0 points Started by Mjordan February 2025 Products & providers