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AF4 - 7th March sitting
524
views
13
comments
0
points
Most recent by
Wildparaplanner
August 2024
CPD & Exams
Scheme-Specific Tax Free Cash
156
views
5
comments
0
points
Most recent by
les_cameron
July 2024
Technical stuff
TTFAC and previously taken SSPTFC
54
views
1
comment
0
points
Most recent by
les_cameron
July 2024
Technical stuff
Would this fall under DB transfer rules?
107
views
4
comments
0
points
Most recent by
PeterM
July 2024
Technical stuff
IPDI - tax treatment of portfolio
93
views
3
comments
0
points
Most recent by
richardgough
July 2024
Technical stuff
Proceeds from Trust wind up paid to minors - what can be done next?
92
views
3
comments
0
points
Most recent by
benjaminfabi
July 2024
Technical stuff
Ending IIP (IPDI) Trust within lifetime
86
views
1
comment
0
points
Most recent by
richardgough
July 2024
Technical stuff
Jointly owned property - co-habiting couple. IHT treatment on death.
60
views
1
comment
0
points
Most recent by
les_cameron
July 2024
Technical stuff
Need a boost to your CPD?
94
views
0
comments
0
points
Started by
Theresa_Dixon
July 2024
CPD & Exams
Gifts of deferred consideration - 7 year clock timing
67
views
2
comments
0
points
Most recent by
PippaO
July 2024
Technical stuff
Time Apportionment Relief
112
views
3
comments
0
points
Most recent by
les_cameron
July 2024
Technical stuff
New money to an existing Loan Trust and TRS requirements
58
views
1
comment
0
points
Most recent by
les_cameron
July 2024
Technical stuff
MPS and KIID document disclosure
92
views
0
comments
0
points
Started by
Wildparaplanner
July 2024
Technical stuff
TTFAC Calculation
178
views
4
comments
0
points
Most recent by
MarkDevlin
July 2024
Technical stuff
Buddy Transfer - One member missed the 12 month deadline
72
views
3
comments
0
points
Most recent by
les_cameron
July 2024
Technical stuff
Funding a Pension from an ISA
188
views
3
comments
0
points
Most recent by
les_cameron
July 2024
Technical stuff
The Transferable Nil Rate Band - Spouses
118
views
2
comments
0
points
Most recent by
les_cameron
July 2024
Technical stuff
Pension Contributions over the Annual Allowance
96
views
2
comments
0
points
Most recent by
les_cameron
July 2024
Technical stuff
Client Support / Administrator Team Leader Group
60
views
0
comments
0
points
Started by
Zoe_Claire
July 2024
Team leaders & managers
Scottish Pension Tax Relief
155
views
3
comments
0
points
Most recent by
BryceClark22
July 2024
Technical stuff
Purchased Life Annuity
259
views
6
comments
0
points
Most recent by
PeterM
July 2024
Products & providers
Enhanced Protection, LSDBA, uncrystallised and crystallised funds, death pre 75
126
views
4
comments
0
points
Most recent by
Rebtix
July 2024
Technical stuff
illustration requirements
196
views
3
comments
0
points
Most recent by
Nath
July 2024
General
AF4 v PCIAM
219
views
4
comments
0
points
Most recent by
Steven_McBurnie
June 2024
CPD & Exams
Certificate in Paraplanning vs Diploma in Regulated Financial Planning
273
views
4
comments
0
points
Most recent by
JouneyToFreelance
June 2024
CPD & Exams
SSTFC
112
views
2
comments
0
points
Most recent by
Sean_Fernyhough
June 2024
Technical stuff
Outsourcing Paraplanning Start Up
338
views
2
comments
0
points
Most recent by
MariaEvans24
June 2024
Outsourced & freelance paraplanners
Replacing a bond without bring the capital into consideration for the local authority for care fees
173
views
3
comments
0
points
Most recent by
les_cameron
June 2024
Technical stuff
Transitional Tax Free Amount - specific case
169
views
4
comments
0
points
Most recent by
LLB
June 2024
Technical stuff
AIM shares and replacement property rules
149
views
2
comments
0
points
Most recent by
TimMatthias
June 2024
Technical stuff
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