The Big Tent

• Bond Surrenders and Spousal Exemptions

  130 views 3 comments 0 points Most recent by les_cameron September 2023Technical stuff
• AI/ChatGPT right now

  266 views 3 comments 0 points Most recent by PeterM September 2023General
• Which banks do platforms use

  95 views 1 comment 0 points Most recent by richallum September 2023Products & providers
• State Benefits

  450 views 5 comments 0 points Most recent by les_cameron September 2023Technical stuff
• Mandating income

  65 views 0 comments 0 points Started by richallum September 2023 Products & providers
• Smoothed Return options

  138 views 2 comments 0 points Most recent by TimMatthias September 2023Technical stuff
• CISI Level 6 Past Papers

  306 views 2 comments 0 points Most recent by HR246 August 2023CPD & Exams
• Seeking opportunities for a future in paraplanning! Any tips & advice much appreciated!

  285 views 2 comments 0 points Most recent by SnehaK August 2023New to paraplanning
• US citizens - options?

  77 views 0 comments 0 points Started by Wildparaplanner August 2023 Technical stuff
• New job

  233 views 2 comments 0 points Most recent by JH0201 August 2023Paraplanning tips & tricks
• AF8- Familiarity Score

  199 views 0 comments 0 points Started by UserTom August 2023 CPD & Exams
• Onshore Bond - Corporate owner

  99 views 1 comment 0 points Most recent by les_cameron August 2023Products & providers
• AF8 or AF4

  287 views 4 comments 0 points Most recent by Gayle August 2023CPD & Exams
• You don't need to include cost comparisons in pension switching reports ...

  230 views 5 comments 0 points Most recent by benjaminfabi August 2023Technical stuff
• Offshore Bond In Trust: Assign or Surrender?

  474 views 3 comments 0 points Most recent by les_cameron August 2023Technical stuff
• Client portals - Cashcalc v Intelliflo which is best?

  292 views 1 comment 0 points Most recent by TimMatthias July 2023Technology & IT
• Making gifts to benefit recipients

  72 views 1 comment 0 points Most recent by richardgough July 2023General
• Professional Indemnity Insurance

  717 views 7 comments 0 points Most recent by Geoff July 2023Outsourced & freelance paraplanners
• Safe/Sustainable Withdrawal Rates

  166 views 2 comments 0 points Most recent by Nath July 2023Technical stuff
• How does your firm structure paraplanning?

  224 views 2 comments 0 points Most recent by ruthiebusybee July 2023General
• AF5 Workshop

  104 views 1 comment 0 points Most recent by LuizaBTS July 2023CPD & Exams
• AF8 Assignment 2

  703 views 1 comment 0 points Most recent by Livergoose July 2023CPD & Exams
• Paying private school fees via Ltd Company

  1.3K views 3 comments 0 points Most recent by TomLloyd_Read June 2023Technical stuff
• (Yet more) Top-slicing changes

  156 views 1 comment 0 points Most recent by paranoidplanner June 2023Technical stuff
• Paraplanner Manager - What does it entail exactly?

  404 views 5 comments 0 points Most recent by Pietro June 2023Team leaders & managers
• R01 FSCS Compensation Question help please

  164 views 2 comments 0 points Most recent by georgeross99 June 2023CPD & Exams
• New SSAS

  128 views 3 comments 0 points Most recent by amarshall June 2023Technical stuff
• Curtis Banks SIPP query

  110 views 1 comment 0 points Most recent by Steven_McBurnie June 2023Technical stuff
• Director holdings in PLC - moving shares from SSAS to SIPP

  61 views 0 comments 0 points Started by Wildparaplanner June 2023 Technical stuff
• RNRB & Downsizing Relief - Technical Question

  97 views 3 comments 0 points Most recent by richardgough June 2023Technical stuff