The Big Tent

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• Loan Trust for GIA

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• Three Sixty resources

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• R03 Mock Exams

  138 views 0 comments 0 points Started by danp January 2019 CPD & Exams
• Tips for R03

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• Critical yield for Drawdown

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• Outsourcing admin advice

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• CGT Calculator/Optimiser

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• Offshore Investment Bonds and Brexit

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• Retirement Income Modelling - O&M vs Selectapension vs something else

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• Report Content

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• R02 - Best Study Aids

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• Who pays tax on an IPDI held in trust?

  602 views 5 comments 0 points Most recent by benjaminfabi January 2019Technical stuff
• Paying the LTA excess charge

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• Offshore Bond Taxation

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• Howwow Online: MIFID II - communicating charges to your clients with the lang cat - 30 January 2019

  126 views 0 comments 0 points Started by Admin January 2019 Our news
• House Price Movements

  122 views 4 comments 0 points Most recent by richallum January 2019Technical stuff
• Back office software

  352 views 7 comments 0 points Most recent by Nath January 2019Paraplanning tips & tricks
• Carry forward

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• Studying techniques

  148 views 1 comment 0 points Most recent by Jona January 2019CPD & Exams
• O/S paraplanner with Tenet advisers

  369 views 2 comments 0 points Most recent by angela January 2019Outsourced & freelance paraplanners
• Identifying a client's history of financial ill-discipline - impact on DB transfer cases

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• Adding charges to past performance in Analytics

  139 views 1 comment 0 points Most recent by Nathan January 2019Paraplanning tips & tricks
• Westerby Trustee Services Limited

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• What KPIs do you use at staff reviews.

  653 views 4 comments 0 points Most recent by Jona January 2019Team leaders & managers
• APTA assumptions for post NRA members

  106 views 2 comments 0 points Most recent by richallum January 2019Technical stuff
• Tapered AA idea

  136 views 3 comments 0 points Most recent by Jona January 2019Technical stuff
• Regulated Retail Investment Adviser Re-Evaluation (RAR)

  219 views 4 comments 0 points Most recent by benjaminfabi January 2019CPD & Exams