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Offshore bonds & VAT
214
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1
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0
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Most recent by
TomLloyd_Read
September 2024
Technical stuff
TTFAC - operational practice
62
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0
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0
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Started by
benjaminfabi
September 2024
Technical stuff
MPS and CIP Support
80
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Started by
cottesmore22
September 2024
Products & providers
Platform & Investment Research
302
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3
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0
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Most recent by
cottesmore22
September 2024
Technology & IT
STEP Diploma
161
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1
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0
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Most recent by
SA96
September 2024
CPD & Exams
AF4 - October Sitting
204
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2
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0
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Most recent by
petorb
September 2024
CPD & Exams
Enhanced Protection and Transitional Certificate
88
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3
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0
points
Most recent by
SA96
September 2024
Technical stuff
Pensions Engagement Season 2024 - useful resources
62
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0
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0
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Started by
Ssandle
September 2024
Supporter Tent
Top Slice Gain & Top Slice Relief
99
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1
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0
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Most recent by
les_cameron
September 2024
Technical stuff
R0
89
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0
comments
0
points
Started by
Chris1
September 2024
CPD & Exams
LSA Reduction
89
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1
comment
0
points
Most recent by
les_cameron
September 2024
Technical stuff
Lasting Power of Attorney investment decisions
255
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14
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0
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Most recent by
GolfPutt21
September 2024
Technical stuff
Alternatives to Property funds: REITs?
62
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0
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0
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Started by
MothiusManius
September 2024
Products & providers
FSCS & offshore bonds
2.2K
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8
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0
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Most recent by
HR246
September 2024
Technical stuff
Questions from a prospective career switcher to paraplanning!
186
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2
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0
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Most recent by
HikerSean
September 2024
New to paraplanning
Transcription software & AI meeting notes
274
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7
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0
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Most recent by
Sean_Fernyhough
August 2024
Technology & IT
Will Trust - Moving into care home
178
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6
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0
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Most recent by
les_cameron
August 2024
Technical stuff
Trustees paying for the life cover of the settlor?
86
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2
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0
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Most recent by
SA96
August 2024
Technical stuff
Exit charges in first ten years
110
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3
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0
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Most recent by
les_cameron
August 2024
Technical stuff
Calculating CGT on shares
88
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0
comments
0
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Started by
caithall341
August 2024
Technical stuff
Decumulation ATR Questionnaire
114
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2
comments
0
points
Most recent by
TimMatthias
August 2024
General
Term assurance
114
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2
comments
0
points
Most recent by
Calvert76
August 2024
Products & providers
Scheme-specific lump sum protection — calculating a member’s entitlement
315
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4
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0
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Most recent by
les_cameron
August 2024
Technical stuff
Are you a team leader or manager?
1.4K
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41
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Most recent by
Cwalker83
August 2024
Team leaders & managers
Paraplanning Services
574
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5
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0
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Most recent by
Chris1
August 2024
Outsourced & freelance paraplanners
Freelance Chartered Paraplanner looking for new opportunities
518
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3
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0
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Most recent by
Chris1
August 2024
Outsourced & freelance paraplanners
Freelance and Outsourced Paraplanner
365
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1
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0
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Most recent by
Chris1
August 2024
Outsourced & freelance paraplanners
Losing Enhanced Protection whilst legislation issues persist
86
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4
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0
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Most recent by
Wildparaplanner
August 2024
Technical stuff
RO3 Onshore Bond Question
195
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5
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0
points
Most recent by
Amel23
August 2024
CPD & Exams
Existing Clients - Ad hoc Withdrawals
173
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4
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0
points
Most recent by
SA96
August 2024
General
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