The Big Tent

• Centralised Retirement Propositions (CRP)

  261 views 3 comments 0 points Most recent by richallum May 15Technical stuff
• Centralised Investment Proposition (CIP) Creation

  830 views 8 comments 0 points Most recent by richallum May 15Technical stuff
• Annuity for a dependant child

  113 views 0 comments 0 points Started by PeterM May 14 Technical stuff
• Chain of title - resigning trustee and appointing new trustees

  224 views 9 comments 0 points Most recent by les_cameron May 13Technical stuff
• IHT planning and LPAs

  134 views 1 comment 0 points Most recent by les_cameron May 13Technical stuff
• SIPP provider that facilitates charity contributions via payroll?

  169 views 2 comments 0 points Most recent by richardgough May 7Technical stuff
• CF6 mortgage advice

  126 views 0 comments 0 points Started by mcshelton April 30 CPD & Exams
• Bare Trust Taxation

  157 views 2 comments 0 points Most recent by Sean_Fernyhough April 30Technical stuff
• Wealthcraft (formerly Plum)

  270 views 2 comments 0 points Most recent by DaleLucas April 26Technology & IT
• TTFAC and QROPS repatriation

  196 views 3 comments 0 points Most recent by les_cameron April 26Technical stuff
• RO2 Exam

  275 views 5 comments 0 points Most recent by gmeldrum April 25CPD & Exams
• Prior Recognition of Learning - CISI to CII

  170 views 1 comment 0 points Most recent by AnnBrand April 24CPD & Exams
• Trusts for vulnerable beneficiaries

  181 views 2 comments 0 points Most recent by Sean_Fernyhough April 24Technical stuff
• Cost Comparisons / OCF & Transaction Cost

  183 views 2 comments 0 points Most recent by Colin1980 April 23Technical stuff
• Good educational pieces around advising US citizens?

  193 views 3 comments 0 points Most recent by richallum April 23CPD & Exams
• Paraplanning checklist

  291 views 0 comments 0 points Started by Joleneg April 19 Outsourced & freelance paraplanners
• Partial Drawdown Transfers to Purchase a Lifetime Annuity

  333 views 7 comments 0 points Most recent by les_cameron April 14Technical stuff
• VCTs - Ongoing Advice Fees?

  281 views 3 comments 0 points Most recent by benjaminfabi April 13Technical stuff
• Settlor/trustee without capacity

  110 views 1 comment 0 points Most recent by les_cameron April 11Technical stuff
• Pension Contribution Over 75's

  331 views 5 comments 0 points Most recent by katielockyer April 11Technical stuff
• Lifetime Annuity within a SIPP

  105 views 0 comments 0 points Started by Wildparaplanner April 11 Products & providers
• TTFAC and pre-commencement pensions

  565 views 14 comments 0 points Most recent by SA96 April 10Technical stuff
• Added property to a relevant property trust - treatment at next 10 year anniversary

  94 views 3 comments 0 points Most recent by les_cameron April 10Technical stuff
• Enhanced Protection query

  155 views 1 comment 0 points Most recent by les_cameron April 4Technical stuff
• Pre A Day Benefits

  260 views 2 comments 0 points Most recent by LisaC March 28Technical stuff
• IHT Calculations involving bonds

  219 views 1 comment 0 points Most recent by richardgough March 27Technical stuff
• Transitional Tax-Free Cash

  238 views 6 comments 0 points Most recent by les_cameron March 26Technical stuff
• Scheme specific tax-free cash protection and tax free lump sums

  230 views 3 comments 0 points Most recent by les_cameron March 26Technical stuff
• Equalisation Payment & LTA / LTA Charge

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

  712 views 1 comment 0 points Most recent by Joleneg March 21Outsourced & freelance paraplanners