The Big Tent

• Trying to break into Financial Planning

  177 views 1 comment 0 points Most recent by sch0501 April 2025New to paraplanning
• Withdrawing pension money as a POA to gift to son

  120 views 2 comments 0 points Most recent by les_cameron April 2025Technical stuff
• CPD for Paraplanners

  206 views 2 comments 0 points Most recent by Steven_McBurnie April 2025CPD & Exams
• 10% Drop Notifications

  168 views 2 comments 0 points Most recent by fredboiii95 April 2025Technical stuff
• DGT query

  213 views 7 comments 0 points Most recent by les_cameron April 2025Technical stuff
• Quick Bond surrender question....

  94 views 2 comments 0 points Most recent by Amy April 2025Technical stuff
• JISA & ISA

  81 views 3 comments 0 points Most recent by GarethM April 2025Technical stuff
• Purchase of an Annuity logistics

  90 views 2 comments 0 points Most recent by Nathan April 2025Administrator's Tent
• Scottish Widows Platform Paraplanner Room - new articles

  68 views 0 comments 0 points Started by Ssandle April 2025 Supporter Tent
• Standalone Lump Sum Payment

  110 views 1 comment 0 points Most recent by les_cameron April 2025Technical stuff
• Trainee Paraplanner progression scheme

  148 views 2 comments 0 points Most recent by PTLeader April 2025Team leaders & managers
• Tax consequences of spousal transfers

  299 views 13 comments 0 points Most recent by les_cameron April 2025Technical stuff
• Valuations

  73 views 0 comments 0 points Started by smith April 2025 General
• Partial Annuity - MPAA

  109 views 2 comments 0 points Most recent by les_cameron March 2025Technical stuff
• Gifts out of surplus income

  341 views 11 comments 0 points Most recent by amelia1983 March 2025Technical stuff
• Overseas Transfer Allowance

  68 views 1 comment 0 points Most recent by les_cameron March 2025Technical stuff
• Phased Drawdown Calculator

  143 views 4 comments 0 points Most recent by ruthiebusybee March 2025Technical stuff
• Carried interest

  73 views 0 comments 0 points Started by LiliS March 2025 Technical stuff
• Missing base costs for CGT

  140 views 2 comments 0 points Most recent by richallum March 2025Technical stuff
• Phased Surrender of Offshore Investment Bonds

  96 views 4 comments 0 points Most recent by CharlieSmithson March 2025Technical stuff
• Offshore bond surrender - tax calc method check...

  131 views 5 comments 0 points Most recent by les_cameron March 2025Technical stuff
• Taking out a partial annuity

  92 views 1 comment 0 points Most recent by les_cameron February 2025Technical stuff
• Salary sacrifice & Minimum Wage

  98 views 2 comments 0 points Most recent by smith February 2025Technical stuff
• Follow up to pensions & death Online Assembly

  117 views 8 comments 0 points Most recent by les_cameron February 2025Technical stuff
• Difference between CII and CISI

  432 views 2 comments 0 points Most recent by 7Maid4 February 2025CPD & Exams
• Returning additional funds after annuity purchase

  103 views 3 comments 0 points Most recent by les_cameron February 2025Technical stuff
• Know Your Limits Wednesday 19 February 10am

  74 views 0 comments 0 points Started by Ssandle February 2025 Supporter Tent
• Navigating national insurance changes using salary exchange

  52 views 0 comments 0 points Started by Ssandle February 2025 Supporter Tent
• Swiss pension

  57 views 0 comments 0 points Started by TomLloyd_Read February 2025 Technical stuff
• Ask the Expert - Pensions with Gareth Davies, Scottish Widows

  97 views 2 comments 0 points Most recent by GarethDavies February 2025Technical stuff