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Professional Indemnity Insurance
658
views
7
comments
0
points
Most recent by
Geoff
July 2023
Outsourced & freelance paraplanners
Safe/Sustainable Withdrawal Rates
165
views
2
comments
0
points
Most recent by
Nath
July 2023
Technical stuff
How does your firm structure paraplanning?
216
views
2
comments
0
points
Most recent by
ruthiebusybee
July 2023
General
AF5 Workshop
99
views
1
comment
0
points
Most recent by
LuizaBTS
July 2023
CPD & Exams
AF8 Assignment 2
543
views
1
comment
0
points
Most recent by
Livergoose
July 2023
CPD & Exams
Paying private school fees via Ltd Company
770
views
3
comments
0
points
Most recent by
TomLloyd_Read
June 2023
Technical stuff
(Yet more) Top-slicing changes
149
views
1
comment
0
points
Most recent by
paranoidplanner
June 2023
Technical stuff
Paraplanner Manager - What does it entail exactly?
358
views
5
comments
0
points
Most recent by
Pietro
June 2023
Team leaders & managers
R01 FSCS Compensation Question help please
161
views
2
comments
0
points
Most recent by
georgeross99
June 2023
CPD & Exams
New SSAS
120
views
3
comments
0
points
Most recent by
amarshall
June 2023
Technical stuff
Curtis Banks SIPP query
106
views
1
comment
0
points
Most recent by
Steven_McBurnie
June 2023
Technical stuff
Freelance Chartered Paraplanner looking for new opportunities
373
views
1
comment
0
points
Most recent by
heidiwitham03
June 2023
Outsourced & freelance paraplanners
Director holdings in PLC - moving shares from SSAS to SIPP
58
views
0
comments
0
points
Started by
Wildparaplanner
June 2023
Technical stuff
RNRB & Downsizing Relief - Technical Question
87
views
3
comments
0
points
Most recent by
richardgough
June 2023
Technical stuff
Offshore Bond providers who offer Term Deposits
81
views
2
comments
0
points
Most recent by
PeterM
June 2023
Products & providers
MWPA 1882 and powers held by the trustees to vary beneficiary
85
views
2
comments
0
points
Most recent by
ruthiebusybee
June 2023
Technical stuff
GIAs & Bonds held in SIPP
408
views
2
comments
0
points
Most recent by
les_cameron
June 2023
Technical stuff
Smart Pension Charges
52
views
0
comments
0
points
Started by
TimMatthias
May 2023
Products & providers
TRS Headache
152
views
3
comments
0
points
Most recent by
Wildparaplanner
May 2023
Technical stuff
Offshore Bond Technical Support
123
views
3
comments
0
points
Most recent by
les_cameron
May 2023
Technical stuff
Difference between J09 and R06
212
views
2
comments
0
points
Most recent by
Vics03
May 2023
CPD & Exams
LVL 6 exams
341
views
4
comments
0
points
Most recent by
Steven_McBurnie
May 2023
CPD & Exams
Cost and Charges Calculator
143
views
2
comments
0
points
Most recent by
LWheel2003
May 2023
Technical stuff
Annual Reviews / FE Analytics / Simplybiz Annual Review Template
151
views
0
comments
0
points
Started by
Colin1980
May 2023
General
Tax on bond surrender - onshore
118
views
2
comments
0
points
Most recent by
les_cameron
May 2023
Technical stuff
AF8 - Assignment 3 - Do I completely disregard Assignment 2?
377
views
0
comments
0
points
Started by
Hans123
May 2023
CPD & Exams
Mortgage Broker - retrain as a Paraplanner?
84
views
0
comments
0
points
Started by
MrsG26
May 2023
General
Researching EURO denominated funds
45
views
1
comment
0
points
Most recent by
TomLloyd_Read
May 2023
Technical stuff
WOL policy in discretionary trust to use annual IHT exemptions
91
views
2
comments
0
points
Most recent by
Wildparaplanner
May 2023
Technical stuff
Fincalc (O&M) Feedback
128
views
1
comment
0
points
Most recent by
PDH
May 2023
Products & providers
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