The Big Tent

• RO2 Exam

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

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

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

  182 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

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

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

  270 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

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

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

  552 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

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

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

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

  228 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

  706 views 1 comment 0 points Most recent by Joleneg March 21Outsourced & freelance paraplanners
• Outsourced Paraplanning Support Required - questions to ask

  384 views 2 comments 0 points Most recent by Joleneg March 21Outsourced & freelance paraplanners
• Adding a class of beneficiary to an existing trust

  208 views 4 comments 0 points Most recent by les_cameron March 20Technical stuff
• Relevant earnings for Pension contributions

  146 views 1 comment 0 points Most recent by les_cameron March 19Technical stuff
• McCloud Remedy - What to contribute?

  223 views 2 comments 0 points Most recent by Sean_Fernyhough March 18Technical stuff
• Enhanced tax-free cash query

  286 views 8 comments 0 points Most recent by SA96 March 15Technical stuff
• Rules of Intestacy

  134 views 2 comments 0 points Most recent by Jen_Berwick March 15Technical stuff
• Illiquid holding in SIPP

  193 views 3 comments 0 points Most recent by TomLloyd_Read March 15Technical stuff
• Income strategy/tax calculation

  146 views 2 comments 0 points Most recent by TomLloyd_Read March 15Technical stuff
• Recycling PCLS

  132 views 1 comment 0 points Most recent by les_cameron March 14Technical stuff
• R02 Support

  222 views 5 comments 0 points Most recent by Jen_Berwick March 14CPD & Exams