richallum

Discussions

• Informal gathering for outsourced paraplanners & administrators

  60 views 0 comments 0 points Started by richallum February 2 Outsourced & freelance paraplanners
• Budget

  160 views 9 comments 0 points Most recent by benjaminfabi December 2025Technical stuff
• Maximum tax free cash pre A Day

  49 views 2 comments 0 points Most recent by richallum July 2025Technical stuff
• Pensions & IHT

  167 views 9 comments 0 points Most recent by smith July 2025Technical stuff
• Business relief and CLTs

  63 views 3 comments 0 points Most recent by les_cameron June 2025Technical stuff
• Ask the expert - Business protection with Jon Hall, Scottish Widows

  135 views 5 comments 0 points Most recent by JonHallSWP July 2025Technical stuff
• Missing base costs for CGT

  125 views 2 comments 0 points Most recent by richallum March 2025Technical stuff
• VCT & pension contributions

  391 views 13 comments 0 points Most recent by les_cameron January 20Technical stuff
• Follow up to pensions & death Online Assembly

  113 views 8 comments 0 points Most recent by les_cameron February 2025Technical stuff
• We're recruiting at The Paraplanners

  106 views 0 comments 0 points Started by richallum October 2024 Job Board
• What AI tools or services are you using or looking at?

  1.3K views 30 comments 0 points Most recent by smith May 2025Technology & IT
• New M&G Technical site

  201 views 0 comments 0 points Started by richallum February 2024 Technical stuff
• We're looking for another paraplanner to join The Paraplanners

  101 views 0 comments 0 points Started by richallum January 2024 Job Board
• New lifetime allowance technical notes from Prudential / M&G

  153 views 0 comments 0 points Started by richallum January 2024 Technical stuff
• Which banks do platforms use

  98 views 1 comment 0 points Most recent by richallum September 2023Products & providers
• Mandating income

  68 views 0 comments 0 points Started by richallum September 2023 Products & providers
• Follow up questions from today's Online Assembly on lifetime allowance

  148 views 9 comments 0 points Most recent by richallum April 2023Technical stuff
• Come and join us at The Paraplanners

  137 views 0 comments 0 points Started by richallum February 2023 Job Board
• Offshore bonds and 5% tax deferred allowance

  885 views 5 comments 0 points Most recent by benjaminfabi April 2022Technical stuff
• No book costs for GIA

  336 views 5 comments 0 points Most recent by richallum March 2022Technical stuff
• Individual protection 2016

  80 views 2 comments 0 points Most recent by richallum March 2022Technical stuff
• Inflation rates in cash flow

  186 views 7 comments 0 points Most recent by Nath February 2022Technology & IT
• FE Analytics issues

  342 views 7 comments 0 points Most recent by ChrisW May 2023Technology & IT
• Business and/or client bank for sale

  245 views 0 comments 0 points Started by richallum December 2021 Outsourced & freelance paraplanners
• Borrowing using portfolio as security

  64 views 0 comments 0 points Started by richallum December 2021 Products & providers
• CFP & Chartered Status - CISI

  1.8K views 12 comments 0 points Most recent by Sam_T June 2022CPD & Exams
• Trust Registration Service

  110 views 0 comments 0 points Started by richallum October 2021 Technical stuff
• Are you a team leader or manager?

  1.5K views 41 comments 0 points Most recent by Cwalker83 August 2024Team leaders & managers
• Good speaker on wills, POA & deed of variation

  199 views 3 comments 0 points Most recent by richallum August 2021General
• Back office data and Regulatory data

  151 views 2 comments 0 points Most recent by richallum May 2021General
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