The Big Tent

• Borrowing for Business Relief investment

  166 views 1 comment 0 points Most recent by les_cameron May 2024Technical stuff
• R02 Support Update - what next?

  208 views 2 comments 0 points Most recent by AnnBrand May 2024CPD & Exams
• Centralised Retirement Propositions (CRP)

  266 views 3 comments 0 points Most recent by richallum May 2024Technical stuff
• Centralised Investment Proposition (CIP) Creation

  842 views 8 comments 0 points Most recent by richallum May 2024Technical stuff
• Annuity for a dependant child

  118 views 0 comments 0 points Started by PeterM May 2024 Technical stuff
• Chain of title - resigning trustee and appointing new trustees

  234 views 9 comments 0 points Most recent by les_cameron May 2024Technical stuff
• IHT planning and LPAs

  136 views 1 comment 0 points Most recent by les_cameron May 2024Technical stuff
• SIPP provider that facilitates charity contributions via payroll?

  173 views 2 comments 0 points Most recent by richardgough May 2024Technical stuff
• CF6 mortgage advice

  131 views 0 comments 0 points Started by mcshelton April 2024 CPD & Exams
• Bare Trust Taxation

  162 views 2 comments 0 points Most recent by Sean_Fernyhough April 2024Technical stuff
• Wealthcraft (formerly Plum)

  277 views 2 comments 0 points Most recent by DaleLucas April 2024Technology & IT
• TTFAC and QROPS repatriation

  201 views 3 comments 0 points Most recent by les_cameron April 2024Technical stuff
• RO2 Exam

  295 views 5 comments 0 points Most recent by gmeldrum April 2024CPD & Exams
• Prior Recognition of Learning - CISI to CII

  186 views 1 comment 0 points Most recent by AnnBrand April 2024CPD & Exams
• Trusts for vulnerable beneficiaries

  183 views 2 comments 0 points Most recent by Sean_Fernyhough April 2024Technical stuff
• Cost Comparisons / OCF & Transaction Cost

  189 views 2 comments 0 points Most recent by Colin1980 April 2024Technical stuff
• Good educational pieces around advising US citizens?

  196 views 3 comments 0 points Most recent by richallum April 2024CPD & Exams
• Paraplanning checklist

  310 views 0 comments 0 points Started by Joleneg April 2024 Outsourced & freelance paraplanners
• Partial Drawdown Transfers to Purchase a Lifetime Annuity

  380 views 7 comments 0 points Most recent by les_cameron April 2024Technical stuff
• VCTs - Ongoing Advice Fees?

  313 views 3 comments 0 points Most recent by benjaminfabi April 2024Technical stuff
• Settlor/trustee without capacity

  111 views 1 comment 0 points Most recent by les_cameron April 2024Technical stuff
• Pension Contribution Over 75's

  334 views 5 comments 0 points Most recent by katielockyer April 2024Technical stuff
• Lifetime Annuity within a SIPP

  108 views 0 comments 0 points Started by Wildparaplanner April 2024 Products & providers
• TTFAC and pre-commencement pensions

  593 views 14 comments 0 points Most recent by SA96 April 2024Technical stuff
• Added property to a relevant property trust - treatment at next 10 year anniversary

  97 views 3 comments 0 points Most recent by les_cameron April 2024Technical stuff
• Enhanced Protection query

  159 views 1 comment 0 points Most recent by les_cameron April 2024Technical stuff
• Pre A Day Benefits

  268 views 2 comments 0 points Most recent by LisaC March 2024Technical stuff
• IHT Calculations involving bonds

  227 views 1 comment 0 points Most recent by richardgough March 2024Technical stuff
• Transitional Tax-Free Cash

  241 views 6 comments 0 points Most recent by les_cameron March 2024Technical stuff
• Scheme specific tax-free cash protection and tax free lump sums

  233 views 3 comments 0 points Most recent by les_cameron March 2024Technical stuff