The Big Tent

• Ending IIP (IPDI) Trust within lifetime

  106 views 1 comment 0 points Most recent by richardgough July 2024Technical stuff
• Jointly owned property - co-habiting couple. IHT treatment on death.

  70 views 1 comment 0 points Most recent by les_cameron July 2024Technical stuff
• Need a boost to your CPD?

  109 views 0 comments 0 points Started by Theresa_Dixon July 2024 CPD & Exams
• Gifts of deferred consideration - 7 year clock timing

  72 views 2 comments 0 points Most recent by PippaO July 2024Technical stuff
• Time Apportionment Relief

  121 views 3 comments 0 points Most recent by les_cameron July 2024Technical stuff
• New money to an existing Loan Trust and TRS requirements

  61 views 1 comment 0 points Most recent by les_cameron July 2024Technical stuff
• MPS and KIID document disclosure

  127 views 0 comments 0 points Started by Wildparaplanner July 2024 Technical stuff
• TTFAC Calculation

  189 views 4 comments 0 points Most recent by MarkDevlin July 2024Technical stuff
• Buddy Transfer - One member missed the 12 month deadline

  78 views 3 comments 0 points Most recent by les_cameron July 2024Technical stuff
• Funding a Pension from an ISA

  198 views 3 comments 0 points Most recent by les_cameron July 2024Technical stuff
• The Transferable Nil Rate Band - Spouses

  124 views 2 comments 0 points Most recent by les_cameron July 2024Technical stuff
• Pension Contributions over the Annual Allowance

  101 views 2 comments 0 points Most recent by les_cameron July 2024Technical stuff
• Client Support / Administrator Team Leader Group

  67 views 0 comments 0 points Started by Zoe_Claire July 2024 Team leaders & managers
• Scottish Pension Tax Relief

  166 views 3 comments 0 points Most recent by BryceClark22 July 2024Technical stuff
• Purchased Life Annuity

  269 views 6 comments 0 points Most recent by PeterM July 2024Products & providers
• Enhanced Protection, LSDBA, uncrystallised and crystallised funds, death pre 75

  137 views 4 comments 0 points Most recent by Rebtix July 2024Technical stuff
• illustration requirements

  205 views 3 comments 0 points Most recent by Nath July 2024General
• AF4 v PCIAM

  243 views 4 comments 0 points Most recent by Steven_McBurnie June 2024CPD & Exams
• Certificate in Paraplanning vs Diploma in Regulated Financial Planning

  320 views 4 comments 0 points Most recent by JouneyToFreelance June 2024CPD & Exams
• SSTFC

  126 views 2 comments 0 points Most recent by Sean_Fernyhough June 2024Technical stuff
• Outsourcing Paraplanning Start Up

  379 views 2 comments 0 points Most recent by MariaEvans24 June 2024Outsourced & freelance paraplanners
• Replacing a bond without bring the capital into consideration for the local authority for care fees

  192 views 3 comments 0 points Most recent by les_cameron June 2024Technical stuff
• Transitional Tax Free Amount - specific case

  180 views 4 comments 0 points Most recent by LLB June 2024Technical stuff
• Unmarried couple investing £300K. Doesn't feel right to me.

  201 views 2 comments 0 points Most recent by TimMatthias June 2024Technical stuff
• Investment linked / With Profits Annuities

  170 views 3 comments 0 points Most recent by MothiusManius June 2024Products & providers
• Fund Charges

  206 views 4 comments 0 points Most recent by Wildparaplanner June 2024Technical stuff
• Clients who are using the pension for IHT - When do you take the lump sum?

  191 views 1 comment 0 points Most recent by les_cameron June 2024Technical stuff
• Transitional Tax Free Amount enquiry for specific client case

  337 views 10 comments 0 points Most recent by MothiusManius June 2024Technical stuff
• Pensions Transfers and IHT

  193 views 7 comments 0 points Most recent by Kelly June 2024Technical stuff
• Onshore Bond in Trust. Trustee moved to USA.

  169 views 3 comments 0 points Most recent by TimMatthias June 2024Technical stuff