The Big Tent

• Client with PTFC & Fixed Protection 2014

  86 views 1 comment 0 points Most recent by les_cameron October 2025Technical stuff
• Career shift: planner to paraplanner move?

  204 views 4 comments 0 points Most recent by Planner12 October 2025General
• LSA calculation query pre 2006

  141 views 9 comments 0 points Most recent by les_cameron October 2025Technical stuff
• SSAS - 'unallocated' contributions

  274 views 5 comments 0 points Most recent by les_cameron October 2025Technical stuff
• Help! I just went over the VAT threshold – what happens now?

  132 views 3 comments 0 points Most recent by amelia_alices October 2025General
• VAT and adviser charging

  1.2K views 10 comments 0 points Most recent by amelia_alices October 2025Technical stuff
• Annual allowance and carry forward

  115 views 4 comments 0 points Most recent by les_cameron October 2025Technical stuff
• excess pension commencement lump sum and MPAA

  80 views 4 comments 0 points Most recent by les_cameron September 2025Technical stuff
• Suitability Report Writing Software

  279 views 1 comment 0 points Most recent by Steven_McBurnie September 2025Technology & IT
• Offshore Bond in Discretionary Trust - Taxation on Death

  113 views 4 comments 0 points Most recent by GMRJM September 2025Technical stuff
• Providing advice for insistent client

  139 views 4 comments 0 points Most recent by GolfPutt21 September 2025General
• Is this a capital purchase or spending from income?

  83 views 3 comments 0 points Most recent by les_cameron September 2025Technical stuff
• Normal Expenditure out of Income - ISA

  122 views 4 comments 0 points Most recent by LLB September 2025Technical stuff
• IHT from 2027 and insurable interest now

  97 views 2 comments 0 points Most recent by TomLloyd_Read September 2025Technical stuff
• DIM and Agent as Client

  92 views 1 comment 0 points Most recent by benjaminfabi September 2025Technical stuff
• Taking qualifications with both CII and CISI

  328 views 3 comments 0 points Most recent by Radnor September 2025CPD & Exams
• GIAs for corporate accounts

  92 views 1 comment 0 points Most recent by benjaminfabi August 2025Products & providers
• QROPS and TTFAC

  284 views 9 comments 0 points Most recent by TomLloyd_Read August 2025Technical stuff
• Using Crystallised Pension for purchase of Pension Annuity AND Pension Transfer

  167 views 4 comments 0 points Most recent by les_cameron August 2025Technical stuff
• Investment Pathways

  562 views 10 comments 0 points Most recent by Sean_Fernyhough August 2025Technical stuff
• Pension sharing orders

  137 views 2 comments 0 points Most recent by timblowers August 2025Paraplanning tips & tricks
• Pension Post 2027 question

  255 views 10 comments 0 points Most recent by les_cameron August 2025Technical stuff
• Stand alone lump sum & MPAA

  76 views 3 comments 0 points Most recent by les_cameron August 2025Technical stuff
• How Are VAT-Inclusive Discounts Handled?

  64 views 1 comment 0 points Most recent by jamies_taylor August 2025Technical stuff
• Employer contributions / Annual allowance

  115 views 2 comments 0 points Most recent by benjaminfabi August 2025Technical stuff
• Offshore bonds & VAT

  475 views 3 comments 0 points Most recent by evelyn_emma August 2025Technical stuff
• GWR - property gifting

  82 views 1 comment 0 points Most recent by richardgough August 2025Technical stuff
• DFMs and VAT

  398 views 2 comments 0 points Most recent by JamesmiaaAva August 2025Technical stuff
• Partial and Full bond surrenders

  104 views 2 comments 0 points Most recent by smith August 2025Technical stuff
• Carried forward NRB and gifting

  65 views 6 comments 0 points Most recent by Wildparaplanner July 2025Technical stuff