The Big Tent

• VAT & BPR products

  89 views 3 comments 0 points Most recent by james_macaulay November 2020Technical stuff
• Dynamic Planner - Hints & Tips?

  250 views 4 comments 0 points Most recent by SteveC November 2020Paraplanning tips & tricks
• R06 January 2021

  235 views 1 comment 0 points Most recent by Royals430 November 2020CPD & Exams
• The Paraplanner Standard .....?

  244 views 5 comments 0 points Most recent by bambi November 2020General
• R04

  4.9K views 63 comments 0 points Most recent by Ugi89 November 2020CPD & Exams
• NHS Pension Input

  106 views 1 comment 0 points Most recent by GarethM November 2020Technical stuff
• Recycling Equity Release funds into a DGT

  128 views 2 comments 0 points Most recent by LouieD12 November 2020Technical stuff
• Professional Attorney

  45 views 0 comments 0 points Started by Hucko November 2020 General
• Trying secure first paraplanning/administrative role after leaving the British Army.

  148 views 2 comments 0 points Most recent by Caro November 2020General
• Charges - Annual Review

  205 views 5 comments 0 points Most recent by edevan5 November 2020New to paraplanning
• Bonus sacrifice

  77 views 0 comments 0 points Started by Chris_Hindle1 November 2020 Technical stuff
• Straight into Level 6?

  393 views 6 comments 0 points Most recent by esthomizzy November 2020CPD & Exams
• Using Docusign outside of IO

  78 views 0 comments 0 points Started by Amanda_2277 November 2020 Technology & IT
• R02

  178 views 3 comments 0 points Most recent by rwooffatst November 2020CPD & Exams
• Pensions on Divorce

  103 views 2 comments 0 points Most recent by Yonkers420 November 2020Technical stuff
• Distribution of Trust assets (Offshore Bond) - taxation for higher rate tax payers

  101 views 4 comments 0 points Most recent by richardgough November 2020Technical stuff
• invidion.uk - New Investment Bond Tool

  329 views 4 comments 0 points Most recent by sentinel555 November 2020Our news
• Direct Property - Offshore Bonds

  72 views 0 comments 0 points Started by Ralfos October 2020 Technical stuff
• Lifetime Allowance increase for next tax year

  131 views 1 comment 0 points Most recent by DanOakes October 2020Technical stuff
• Another hoping of a career change, hoping for guidance!

  236 views 3 comments 0 points Most recent by DanOakes October 2020New to paraplanning
• Cii - PSI Exam issues

  356 views 2 comments 0 points Most recent by jhardingham October 2020CPD & Exams
• Trustee Bank Accounts

  3.3K views 12 comments 0 points Most recent by arongunningham October 2020General
• Research software

  195 views 2 comments 0 points Most recent by benjaminfabi October 2020Outsourced & freelance paraplanners
• AF6 Coursework

  546 views 3 comments 0 points Most recent by robht5 October 2020CPD & Exams
• R04 - Tips

  181 views 2 comments 0 points Most recent by DanOakes October 2020CPD & Exams
• R06 October - Study buddy?

  1.1K views 37 comments 0 points Most recent by spindo October 2020CPD & Exams
• Advisory Investment Management

  92 views 2 comments 0 points Most recent by RyanBrown October 2020Products & providers
• Initial Client Contact

  107 views 4 comments 0 points Most recent by CHMDMC00 October 2020Administrator's Tent
• AF5 October 2020 Sitting

  426 views 8 comments 0 points Most recent by GA2Hela October 2020CPD & Exams
• Income Protection

  85 views 2 comments 0 points Most recent by Andy_Schleider October 2020Products & providers