The Big Tent

• Paraplanning checklist

  316 views 0 comments 0 points Started by Joleneg April 2024 Outsourced & freelance paraplanners
• Partial Drawdown Transfers to Purchase a Lifetime Annuity

  411 views 7 comments 0 points Most recent by les_cameron April 2024Technical stuff
• VCTs - Ongoing Advice Fees?

  330 views 3 comments 0 points Most recent by benjaminfabi April 2024Technical stuff
• Settlor/trustee without capacity

  112 views 1 comment 0 points Most recent by les_cameron April 2024Technical stuff
• Pension Contribution Over 75's

  336 views 5 comments 0 points Most recent by katielockyer April 2024Technical stuff
• Lifetime Annuity within a SIPP

  111 views 0 comments 0 points Started by Wildparaplanner April 2024 Products & providers
• TTFAC and pre-commencement pensions

  611 views 14 comments 0 points Most recent by SA96 April 2024Technical stuff
• Added property to a relevant property trust - treatment at next 10 year anniversary

  98 views 3 comments 0 points Most recent by les_cameron April 2024Technical stuff
• Enhanced Protection query

  160 views 1 comment 0 points Most recent by les_cameron April 2024Technical stuff
• Pre A Day Benefits

  277 views 2 comments 0 points Most recent by LisaC March 2024Technical stuff
• IHT Calculations involving bonds

  233 views 1 comment 0 points Most recent by richardgough March 2024Technical stuff
• Transitional Tax-Free Cash

  246 views 6 comments 0 points Most recent by les_cameron March 2024Technical stuff
• Scheme specific tax-free cash protection and tax free lump sums

  237 views 3 comments 0 points Most recent by les_cameron March 2024Technical stuff
• Equalisation Payment & LTA / LTA Charge

  113 views 0 comments 0 points Started by fredboiii95 March 2024 Technical stuff
• Opportunity for a Freelance Paraplanner

  725 views 1 comment 0 points Most recent by Joleneg March 2024Outsourced & freelance paraplanners
• Outsourced Paraplanning Support Required - questions to ask

  406 views 2 comments 0 points Most recent by Joleneg March 2024Outsourced & freelance paraplanners
• Adding a class of beneficiary to an existing trust

  229 views 4 comments 0 points Most recent by les_cameron March 2024Technical stuff
• Relevant earnings for Pension contributions

  151 views 1 comment 0 points Most recent by les_cameron March 2024Technical stuff
• McCloud Remedy - What to contribute?

  228 views 2 comments 0 points Most recent by Sean_Fernyhough March 2024Technical stuff
• Enhanced tax-free cash query

  292 views 8 comments 0 points Most recent by SA96 March 2024Technical stuff
• Rules of Intestacy

  138 views 2 comments 0 points Most recent by Jen_Berwick March 2024Technical stuff
• Illiquid holding in SIPP

  196 views 3 comments 0 points Most recent by TomLloyd_Read March 2024Technical stuff
• Income strategy/tax calculation

  151 views 2 comments 0 points Most recent by TomLloyd_Read March 2024Technical stuff
• Recycling PCLS

  140 views 1 comment 0 points Most recent by les_cameron March 2024Technical stuff
• R02 Support

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

  198 views 3 comments 0 points Most recent by les_cameron March 2024Technical stuff
• Residential NRB and houseboats/barges

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

  223 views 3 comments 0 points Most recent by Gustavo_Fring March 2024General
• Furnished Holiday Lettings from April 2025

  127 views 2 comments 0 points Most recent by les_cameron March 2024Technical stuff
• Is this considered an "opt out" in regards to DB advice?

  168 views 0 comments 0 points Started by Wildparaplanner March 2024 Technical stuff