27th February 2015
February Oracle Technical edition now available…
Prudential’s latest edition is now available - covering interesting and topical related commentary that could help you to identify new financial opportunities with your clients.
In this month's edition, the Technical team look at the following:
- Darren McAinsh looks at changes to the way death benefits are taxed, which now open more opportunities for pensions to be passed on and used with financial planning in the 'Death Benefit update' article.
- Clare Moffat looks at the budget changes which have been discussed in length for the last 11 months and the options clients could take on 6 April 2015 in the 'Just 5 weeks to go...' article.
- Graeme Robb discusses the HMRC draft regulations to provide an additional ISA allowance for the spouse or civil partner of an ISA saver who dies on or after 31 December 2014. You can read more on this in the 'ISA changes for surviving spouses and civil partners' article.
- Their regular 'Questions from the technical helpline' article which this month reviews some of the common myths & misconceptions, including some new Money Purchase Annual Allowance issues.
The new edition is now available on PruAdviser – whilst you’re reading this month’s edition, why not browse our Oracle Library for any previous editions you may have missed?
Why not visit…
Prudential’s Tax Year End microsite. As the 2014/2015 tax year end draws closer, it's a great time to speak to many clients. Prudential has support material that can help you to generate opportunities from your existing client bank, or reach new potential clients.
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