The Big Tent

• How does your firm structure paraplanning?

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

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

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

  1.2K 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?

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

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

  126 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

  94 views 3 comments 0 points Most recent by richardgough June 2023Technical stuff
• Offshore Bond providers who offer Term Deposits

  87 views 2 comments 0 points Most recent by PeterM June 2023Products & providers
• MWPA 1882 and powers held by the trustees to vary beneficiary

  92 views 2 comments 0 points Most recent by ruthiebusybee June 2023Technical stuff
• GIAs & Bonds held in SIPP

  550 views 2 comments 0 points Most recent by les_cameron June 2023Technical stuff
• Smart Pension Charges

  56 views 0 comments 0 points Started by TimMatthias May 2023 Products & providers
• TRS Headache

  159 views 3 comments 0 points Most recent by Wildparaplanner May 2023Technical stuff
• Offshore Bond Technical Support

  127 views 3 comments 0 points Most recent by les_cameron May 2023Technical stuff
• Difference between J09 and R06

  232 views 2 comments 0 points Most recent by Vics03 May 2023CPD & Exams
• LVL 6 exams

  357 views 4 comments 0 points Most recent by Steven_McBurnie May 2023CPD & Exams
• Cost and Charges Calculator

  149 views 2 comments 0 points Most recent by LWheel2003 May 2023Technical stuff
• Annual Reviews / FE Analytics / Simplybiz Annual Review Template

  159 views 0 comments 0 points Started by Colin1980 May 2023 General
• Tax on bond surrender - onshore

  123 views 2 comments 0 points Most recent by les_cameron May 2023Technical stuff
• AF8 - Assignment 3 - Do I completely disregard Assignment 2?

  398 views 0 comments 0 points Started by Hans123 May 2023 CPD & Exams
• Mortgage Broker - retrain as a Paraplanner?

  90 views 0 comments 0 points Started by MrsG26 May 2023 General
• Researching EURO denominated funds

  45 views 1 comment 0 points Most recent by TomLloyd_Read May 2023Technical stuff
• WOL policy in discretionary trust to use annual IHT exemptions

  98 views 2 comments 0 points Most recent by Wildparaplanner May 2023Technical stuff
• Fincalc (O&M) Feedback

  136 views 1 comment 0 points Most recent by PDH May 2023Products & providers
• FE Analytics issues

  282 views 7 comments 0 points Most recent by ChrisW May 2023Technology & IT
• Bonus Sacrifice with Tapered Annual Allowance

  117 views 2 comments 0 points Most recent by TimMatthias May 2023Technical stuff
• AF5

  267 views 1 comment 0 points Most recent by SophSmith May 2023CPD & Exams