The Big Tent

• Partial Annuity - MPAA

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

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

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

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

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

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

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

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

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

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

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

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

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

  71 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

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

  92 views 2 comments 0 points Most recent by GarethDavies February 2025Technical stuff
• Are you looking for outsourced Paraplanning?

  228 views 0 comments 0 points Started by jayt February 2025 Outsourced & freelance paraplanners
• Appetite for Paraplanning

  188 views 0 comments 0 points Started by Rosie12 February 2025 Outsourced & freelance paraplanners
• LifeQuote

  108 views 0 comments 0 points Started by lewisro February 2025 General
• Ask the Expert - Protection with Jon Hall, Scottish Widows

  183 views 8 comments 0 points Most recent by Wildparaplanner February 2025Technical stuff
• Drawdown to drawdown transfers and stakeholder discounting rules

  110 views 3 comments 0 points Most recent by benjaminfabi February 2025Technical stuff
• Electronic Money Institutions

  62 views 0 comments 0 points Started by Mjordan February 2025 Products & providers
• TFP Calculators

  171 views 2 comments 0 points Most recent by RobCollins February 2025Technology & IT
• Advisory AI

  629 views 4 comments 0 points Most recent by Sean_Fernyhough February 2025Technology & IT
• Pre/Post 31/10/24 CGT

  66 views 3 comments 0 points Most recent by PippaO February 2025Technical stuff
• Tax Free cash, LTA and Protection

  192 views 8 comments 0 points Most recent by Nathan January 2025Technical stuff
• Pensions and IHT - what is a 'transfer'?

  90 views 4 comments 0 points Most recent by benjaminfabi January 2025Technical stuff
• DC to DC transfers, ill health and IHT (and IHT from 2027!)

  96 views 2 comments 0 points Most recent by les_cameron January 2025Technical stuff
• P1 Platform

  61 views 0 comments 0 points Started by JLaw01553 January 2025 Products & providers