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Cii- AF4 & J10
455
views
2
comments
0
points
Most recent by
StephenS1990
April 2023
CPD & Exams
AllTrust
78
views
1
comment
0
points
Most recent by
richardgough
April 2023
Products & providers
PPF / PSO/ Death of Primary member
59
views
1
comment
0
points
Most recent by
les_cameron
April 2023
Technical stuff
LTA Tax charge scrapped 2023/24 with LTA removed 2024/25 - planning considerations?
395
views
9
comments
0
points
Most recent by
les_cameron
March 2023
Technical stuff
Report Writing Software
181
views
2
comments
0
points
Most recent by
TomLloyd_Read
March 2023
Technology & IT
Trainee Advisor
253
views
1
comment
0
points
Most recent by
DaleLucas
March 2023
CPD & Exams
Non UK Citizen Advice
68
views
2
comments
0
points
Most recent by
DanAtkinsonUK
March 2023
Technical stuff
Conquest Financial Planning (new AI financial planning tool)
237
views
3
comments
0
points
Most recent by
DanAtkinsonUK
March 2023
Technology & IT
Provider Research
103
views
1
comment
0
points
Most recent by
Caro
March 2023
Products & providers
AF8 Assignment 1
625
views
5
comments
0
points
Most recent by
Wildparaplanner
March 2023
CPD & Exams
LTA Changes & Inheritance Tax
138
views
3
comments
0
points
Most recent by
richardgough
March 2023
Technical stuff
New Podcast
77
views
0
comments
0
points
Started by
CQplanning
March 2023
General
Some useful links, groups and other bits and pieces for paraplanners
156
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2
comments
0
points
Most recent by
Caro
March 2023
General
DFM / Maximum Ongoing Charges
132
views
0
comments
0
points
Started by
ParaplannerFP
March 2023
Paraplanning tips & tricks
HNW/UHNW Case Study Resources
71
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0
comments
0
points
Started by
Elgrandelulu
March 2023
General
Exam credits - double bubble
361
views
3
comments
0
points
Most recent by
benjaminfabi
March 2023
CPD & Exams
Queues on IO
111
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0
comments
0
points
Started by
smith
February 2023
Technology & IT
AF1
274
views
1
comment
0
points
Most recent by
SophSmith
February 2023
CPD & Exams
Student with ISA in USA - How Taxed & Can they Contribute
117
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1
comment
0
points
Most recent by
TimMatthias
February 2023
Products & providers
Onshore investment bond tax-relief top slicing calc
260
views
6
comments
0
points
Most recent by
Elgrandelulu
February 2023
Technical stuff
Cost disclosures
235
views
2
comments
0
points
Most recent by
benjaminfabi
February 2023
Technical stuff
Website hosting and updates
50
views
0
comments
0
points
Started by
Andy_Schleider
February 2023
Technology & IT
Carry Forward & Employer Contributions
126
views
1
comment
0
points
Most recent by
les_cameron
February 2023
Technical stuff
Looks a bit pricey
171
views
4
comments
0
points
Most recent by
Nath
February 2023
Products & providers
Vitality savings plans
102
views
4
comments
0
points
Most recent by
Nath
February 2023
General
Pension Works
60
views
0
comments
0
points
Started by
Hes
February 2023
Products & providers
AF5
226
views
2
comments
0
points
Most recent by
Alexandra1512
February 2023
CPD & Exams
From Paraplanner to Financial Planner
331
views
4
comments
0
points
Most recent by
Nath
February 2023
General
Moneyinfo factfind
180
views
2
comments
0
points
Most recent by
BryceClark22
February 2023
Technology & IT
New to Paraplanning Team Leader Role
398
views
2
comments
0
points
Most recent by
Kbrown578
February 2023
Team leaders & managers
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