The Big Tent

• Are you looking for outsourced Paraplanning?

  238 views 0 comments 0 points Started by jayt February 2025 Outsourced & freelance paraplanners
• Appetite for Paraplanning

  199 views 0 comments 0 points Started by Rosie12 February 2025 Outsourced & freelance paraplanners
• LifeQuote

  110 views 0 comments 0 points Started by lewisro February 2025 General
• Ask the Expert - Protection with Jon Hall, Scottish Widows

  185 views 8 comments 0 points Most recent by Wildparaplanner February 2025Technical stuff
• Drawdown to drawdown transfers and stakeholder discounting rules

  116 views 3 comments 0 points Most recent by benjaminfabi February 2025Technical stuff
• Electronic Money Institutions

  66 views 0 comments 0 points Started by Mjordan February 2025 Products & providers
• TFP Calculators

  180 views 2 comments 0 points Most recent by RobCollins February 2025Technology & IT
• Advisory AI

  667 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

  193 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!)

  99 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

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

  305 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

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

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

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

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

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

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

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

  622 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

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

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

  82 views 3 comments 0 points Most recent by benjaminfabi December 2024Technical stuff