The Big Tent

• Advisory AI

  649 views 4 comments 0 points Most recent by Sean_Fernyhough February 2025Technology & IT
• Pre/Post 31/10/24 CGT

  68 views 3 comments 0 points Most recent by PippaO February 2025Technical stuff
• Tax Free cash, LTA and Protection

  192 views 8 comments 0 points Most recent by Nathan January 2025Technical stuff
• Pensions and IHT - what is a 'transfer'?

  91 views 4 comments 0 points Most recent by benjaminfabi January 2025Technical stuff
• DC to DC transfers, ill health and IHT (and IHT from 2027!)

  97 views 2 comments 0 points Most recent by les_cameron January 2025Technical stuff
• P1 Platform

  63 views 0 comments 0 points Started by JLaw01553 January 2025 Products & providers
• Transitional Tax-Free Cash again

  109 views 3 comments 0 points Most recent by les_cameron January 2025Technical stuff
• AF8 Assignment 3

  299 views 0 comments 0 points Started by irosie January 2025 CPD & Exams
• Transferrable RNRB - technical question

  148 views 7 comments 0 points Most recent by les_cameron January 2025Technical stuff
• Lasting Power of Attorney and Deprivation of Assets

  104 views 6 comments 0 points Most recent by TimMatthias January 2025Technical stuff
• Vulnerability Training

  111 views 3 comments 0 points Most recent by mhawker January 2025General
• Trusts, MPS and Investment Policy Statements

  73 views 1 comment 0 points Most recent by les_cameron January 2025Technical stuff
• Views on a couple of technology providers

  112 views 0 comments 0 points Started by Wildparaplanner January 2025 Technology & IT
• Task Management System

  171 views 5 comments 0 points Most recent by benjaminfabi January 2025Products & providers
• Help for a Job Interview

  288 views 7 comments 0 points Most recent by Nathan January 2025New to paraplanning
• Data gathering

  84 views 1 comment 0 points Most recent by Nathan January 2025General
• Structured Training for Trainee Paraplanner

  619 views 7 comments 0 points Most recent by amelia1983 January 2025Team leaders & managers
• What qualifications are needed for DB pension reports

  146 views 3 comments 0 points Most recent by JouneyToFreelance January 2025CPD & Exams
• Allowable expenses

  108 views 1 comment 0 points Most recent by Wildparaplanner December 2024Technical stuff
• Moving Administrator to Paraplanners and Paraplanners to Wealth Managers

  122 views 0 comments 0 points Started by MLokhandwala December 2024 Team leaders & managers
• Drawing taxable income from pension to fund WOL policy

  227 views 8 comments 0 points Most recent by les_cameron December 2024Technical stuff
• Full transfer of GMP to a lifetime annuity

  247 views 10 comments 0 points Most recent by Wildparaplanner December 2024Technical stuff
• Interaction of Loans, Gifts and CLTs

  80 views 3 comments 0 points Most recent by benjaminfabi December 2024Technical stuff
• People who took PCLS before the Budget and returned it using "cancellation rights"

  450 views 3 comments 0 points Most recent by benjaminfabi December 2024Technical stuff
• Canada Life pension transfer to the UK

  114 views 2 comments 0 points Most recent by les_cameron December 2024Technical stuff
• AF8 Assignment 3

  1.2K views 7 comments 0 points Most recent by MaggieT December 2024CPD & Exams
• Joint whole of life on second death

  185 views 4 comments 0 points Most recent by GolfPutt21 December 2024Technical stuff
• Cash ISAs for children - parental settlement?

  96 views 2 comments 0 points Most recent by benjaminfabi November 2024Technical stuff
• CGT - pre & post budget

  157 views 4 comments 0 points Most recent by benjaminfabi November 2024Technical stuff
• M&G wrapper comparison tool

  128 views 2 comments 0 points Most recent by smith November 2024Technical stuff