The Big Tent

• Fund Charges

  180 views 4 comments 0 points Most recent by Wildparaplanner June 2024Technical stuff
• Clients who are using the pension for IHT - When do you take the lump sum?

  183 views 1 comment 0 points Most recent by les_cameron June 2024Technical stuff
• Transitional Tax Free Amount enquiry for specific client case

  331 views 10 comments 0 points Most recent by MothiusManius June 2024Technical stuff
• Pensions Transfers and IHT

  170 views 7 comments 0 points Most recent by Kelly June 2024Technical stuff
• Onshore Bond in Trust. Trustee moved to USA.

  160 views 3 comments 0 points Most recent by TimMatthias June 2024Technical stuff
• Help with DD report writing

  248 views 0 comments 0 points Started by Ssandle June 2024 Paraplanning tips & tricks
• TechTalk from Scottish Widows

  168 views 0 comments 0 points Started by Ssandle June 2024 Supporter Tent
• Best cashflow tool 2024

  575 views 5 comments 0 points Most recent by benjaminfabi June 2024Technology & IT
• EIS, VCT & BR

  196 views 3 comments 0 points Most recent by BhanuVekria June 2024Technical stuff
• FCA SDR (Sustainability Disclosure Requirements) / Anti-Greenwashing rule - ESG portfolios

  140 views 0 comments 0 points Started by PippaO May 2024 Technical stuff
• What does your firm do for clients with tiny legacy pension pots?

  306 views 4 comments 0 points Most recent by MothiusManius May 2024General
• Trustee Bank Accounts

  193 views 2 comments 0 points Most recent by MothiusManius May 2024Technical stuff
• AF8 - Tax year query

  257 views 4 comments 0 points Most recent by elspel May 2024CPD & Exams
• Borrowing for Business Relief investment

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

  198 views 3 comments 0 points Most recent by richallum April 2024CPD & Exams