The Big Tent

• Phased Surrender of Offshore Investment Bonds

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

  127 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

  95 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

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

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

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

  50 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?

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

  186 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

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

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

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

  614 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

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

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

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

  59 views 0 comments 0 points Started by JLaw01553 January 2025 Products & providers
• Transitional Tax-Free Cash again

  102 views 3 comments 0 points Most recent by les_cameron January 2025Technical stuff
• AF8 Assignment 3

  283 views 0 comments 0 points Started by irosie January 2025 CPD & Exams
• Transferrable RNRB - technical question

  144 views 7 comments 0 points Most recent by les_cameron January 2025Technical stuff
• Lasting Power of Attorney and Deprivation of Assets

  104 views 6 comments 0 points Most recent by TimMatthias January 2025Technical stuff
• Vulnerability Training

  108 views 3 comments 0 points Most recent by mhawker January 2025General
• Trusts, MPS and Investment Policy Statements

  67 views 1 comment 0 points Most recent by les_cameron January 2025Technical stuff