The Big Tent

• AF4 v PCIAM

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

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

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

  370 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

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

  177 views 4 comments 0 points Most recent by LLB June 2024Technical stuff
• AIM shares and replacement property rules

  162 views 2 comments 0 points Most recent by TimMatthias June 2024Technical stuff
• Unmarried couple investing £300K. Doesn't feel right to me.

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

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

  198 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?

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

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

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

  166 views 3 comments 0 points Most recent by TimMatthias June 2024Technical stuff
• Help with DD report writing

  280 views 0 comments 0 points Started by Ssandle June 2024 Paraplanning tips & tricks
• TechTalk from Scottish Widows

  243 views 0 comments 0 points Started by Ssandle June 2024 Supporter Tent
• Best cashflow tool 2024

  712 views 5 comments 0 points Most recent by benjaminfabi June 2024Technology & IT
• EIS, VCT & BR

  208 views 3 comments 0 points Most recent by BhanuVekria June 2024Technical stuff
• FCA SDR (Sustainability Disclosure Requirements) / Anti-Greenwashing rule - ESG portfolios

  147 views 0 comments 0 points Started by PippaO May 2024 Technical stuff
• What does your firm do for clients with tiny legacy pension pots?

  335 views 4 comments 0 points Most recent by MothiusManius May 2024General
• Trustee Bank Accounts

  207 views 2 comments 0 points Most recent by MothiusManius May 2024Technical stuff
• AF8 - Tax year query

  331 views 4 comments 0 points Most recent by elspel May 2024CPD & Exams
• Borrowing for Business Relief investment

  181 views 1 comment 0 points Most recent by les_cameron May 2024Technical stuff
• R02 Support Update - what next?

  229 views 2 comments 0 points Most recent by AnnBrand May 2024CPD & Exams
• Centralised Retirement Propositions (CRP)

  287 views 3 comments 0 points Most recent by richallum May 2024Technical stuff
• Centralised Investment Proposition (CIP) Creation

  886 views 8 comments 0 points Most recent by richallum May 2024Technical stuff
• Annuity for a dependant child

  125 views 0 comments 0 points Started by PeterM May 2024 Technical stuff
• Chain of title - resigning trustee and appointing new trustees

  255 views 9 comments 0 points Most recent by les_cameron May 2024Technical stuff
• IHT planning and LPAs

  152 views 1 comment 0 points Most recent by les_cameron May 2024Technical stuff
• SIPP provider that facilitates charity contributions via payroll?

  183 views 2 comments 0 points Most recent by richardgough May 2024Technical stuff