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68
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Time Apportionment Relief
112
views
3
comments
0
points
Most recent by
les_cameron
July 2024
Technical stuff
New money to an existing Loan Trust and TRS requirements
59
views
1
comment
0
points
Most recent by
les_cameron
July 2024
Technical stuff
MPS and KIID document disclosure
97
views
0
comments
0
points
Started by
Wildparaplanner
July 2024
Technical stuff
TTFAC Calculation
180
views
4
comments
0
points
Most recent by
MarkDevlin
July 2024
Technical stuff
Buddy Transfer - One member missed the 12 month deadline
75
views
3
comments
0
points
Most recent by
les_cameron
July 2024
Technical stuff
Funding a Pension from an ISA
191
views
3
comments
0
points
Most recent by
les_cameron
July 2024
Technical stuff
The Transferable Nil Rate Band - Spouses
119
views
2
comments
0
points
Most recent by
les_cameron
July 2024
Technical stuff
Pension Contributions over the Annual Allowance
96
views
2
comments
0
points
Most recent by
les_cameron
July 2024
Technical stuff
Client Support / Administrator Team Leader Group
63
views
0
comments
0
points
Started by
Zoe_Claire
July 2024
Team leaders & managers
Scottish Pension Tax Relief
156
views
3
comments
0
points
Most recent by
BryceClark22
July 2024
Technical stuff
Purchased Life Annuity
261
views
6
comments
0
points
Most recent by
PeterM
July 2024
Products & providers
Enhanced Protection, LSDBA, uncrystallised and crystallised funds, death pre 75
127
views
4
comments
0
points
Most recent by
Rebtix
July 2024
Technical stuff
illustration requirements
199
views
3
comments
0
points
Most recent by
Nath
July 2024
General
AF4 v PCIAM
221
views
4
comments
0
points
Most recent by
Steven_McBurnie
June 2024
CPD & Exams
Certificate in Paraplanning vs Diploma in Regulated Financial Planning
275
views
4
comments
0
points
Most recent by
JouneyToFreelance
June 2024
CPD & Exams
SSTFC
114
views
2
comments
0
points
Most recent by
Sean_Fernyhough
June 2024
Technical stuff
Outsourcing Paraplanning Start Up
339
views
2
comments
0
points
Most recent by
MariaEvans24
June 2024
Outsourced & freelance paraplanners
Replacing a bond without bring the capital into consideration for the local authority for care fees
177
views
3
comments
0
points
Most recent by
les_cameron
June 2024
Technical stuff
Transitional Tax Free Amount - specific case
169
views
4
comments
0
points
Most recent by
LLB
June 2024
Technical stuff
AIM shares and replacement property rules
150
views
2
comments
0
points
Most recent by
TimMatthias
June 2024
Technical stuff
Unmarried couple investing £300K. Doesn't feel right to me.
195
views
2
comments
0
points
Most recent by
TimMatthias
June 2024
Technical stuff
Investment linked / With Profits Annuities
160
views
3
comments
0
points
Most recent by
MothiusManius
June 2024
Products & providers
Fund Charges
187
views
4
comments
0
points
Most recent by
Wildparaplanner
June 2024
Technical stuff
Clients who are using the pension for IHT - When do you take the lump sum?
186
views
1
comment
0
points
Most recent by
les_cameron
June 2024
Technical stuff
Transitional Tax Free Amount enquiry for specific client case
333
views
10
comments
0
points
Most recent by
MothiusManius
June 2024
Technical stuff
Pensions Transfers and IHT
176
views
7
comments
0
points
Most recent by
Kelly
June 2024
Technical stuff
Onshore Bond in Trust. Trustee moved to USA.
162
views
3
comments
0
points
Most recent by
TimMatthias
June 2024
Technical stuff
Help with DD report writing
265
views
0
comments
0
points
Started by
Ssandle
June 2024
Paraplanning tips & tricks
TechTalk from Scottish Widows
195
views
0
comments
0
points
Started by
Ssandle
June 2024
Supporter Tent
Best cashflow tool 2024
637
views
5
comments
0
points
Most recent by
benjaminfabi
June 2024
Technology & IT
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