The Big Tent

• New job

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

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

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

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

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

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

  285 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

  706 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?

  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

  681 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?

  389 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

  96 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

  577 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

  160 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

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

  358 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