The Big Tent

• Outsourced Paraplanning Support Required - questions to ask

  388 views 2 comments 0 points Most recent by Joleneg March 21Outsourced & freelance paraplanners
• Adding a class of beneficiary to an existing trust

  211 views 4 comments 0 points Most recent by les_cameron March 20Technical stuff
• Relevant earnings for Pension contributions

  147 views 1 comment 0 points Most recent by les_cameron March 19Technical stuff
• McCloud Remedy - What to contribute?

  223 views 2 comments 0 points Most recent by Sean_Fernyhough March 18Technical stuff
• Enhanced tax-free cash query

  288 views 8 comments 0 points Most recent by SA96 March 15Technical stuff
• Rules of Intestacy

  135 views 2 comments 0 points Most recent by Jen_Berwick March 15Technical stuff
• Illiquid holding in SIPP

  193 views 3 comments 0 points Most recent by TomLloyd_Read March 15Technical stuff
• Income strategy/tax calculation

  147 views 2 comments 0 points Most recent by TomLloyd_Read March 15Technical stuff
• Recycling PCLS

  133 views 1 comment 0 points Most recent by les_cameron March 14Technical stuff
• R02 Support

  228 views 5 comments 0 points Most recent by Jen_Berwick March 14CPD & Exams
• Trust tax rates 2024/25

  193 views 3 comments 0 points Most recent by les_cameron March 11Technical stuff
• Residential NRB and houseboats/barges

  179 views 2 comments 0 points Most recent by Sean_Fernyhough March 8Technical stuff
• Updating suitability templates for 2024/25

  215 views 3 comments 0 points Most recent by Gustavo_Fring March 8General
• Furnished Holiday Lettings from April 2025

  123 views 2 comments 0 points Most recent by les_cameron March 7Technical stuff
• Is this considered an "opt out" in regards to DB advice?

  167 views 0 comments 0 points Started by Wildparaplanner March 6 Technical stuff
• AF8 - Referencing

  421 views 1 comment 0 points Most recent by LHR301 March 4CPD & Exams
• New LTA regime - pre-2006 DB with no relevant BCEs

  342 views 8 comments 0 points Most recent by les_cameron March 1Technical stuff
• EIS, AIM and IHT query

  302 views 4 comments 0 points Most recent by Amy February 28Technical stuff
• Carry Forward + Salary Sacrifice + Tapered Annual Allowance

  152 views 4 comments 0 points Most recent by Wildparaplanner February 28Technical stuff
• AF1 and AF4 hardcopy

  255 views 2 comments 0 points Most recent by Inna February 27CPD & Exams
• Beneficiary's Drawdown

  238 views 9 comments 0 points Most recent by PeterM February 26Technical stuff
• Joint or 2x single SRs?

  159 views 1 comment 0 points Most recent by benjaminfabi February 22General
• Disclosing Fixed Fees

  176 views 1 comment 0 points Most recent by benjaminfabi February 22Technical stuff
• LSA / LSDBA transitional rules calculation

  698 views 18 comments 0 points Most recent by les_cameron February 22Technical stuff
• Pension Term Assurance (PTA)

  162 views 4 comments 0 points Most recent by SA96 February 21Technical stuff
• Judicial Pension Scheme (2022) / Adjusted Net Income

  188 views 3 comments 0 points Most recent by les_cameron February 19Technical stuff
• New LSA and a disqualifying pension credit

  193 views 6 comments 0 points Most recent by les_cameron February 19Technical stuff
• Tax wrapper comparison tool for trust clients

  198 views 0 comments 0 points Started by AngelaCam February 14 Technical stuff
• New M&G Technical site

  190 views 0 comments 0 points Started by richallum February 12 Technical stuff
• Lifetime Allowance Charge and MPAA problem

  178 views 4 comments 0 points Most recent by les_cameron February 9Technical stuff