29th July 2016

FundsNetwork: Supporting you with ‘Technical matters’

FundsNetwork are continuously updating and adding to their range of videos, client facing guides and factsheets to support you with client conversations. They will also be adding to their range of pension technical videos shortly, that aim to assist you with pension qualification, as well as the latest video from Paul Kennedy, Head of Tax and Trust Planning at FundsNetwork. In this video Paul provides his analysis of how you can ensure that tax allowances are utilised and how to avoid the potential pitfalls as both basic and higher rate tax payers.

Technical, Investments, Wraps & Platforms

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Prudential Spring Budget 2021 analysis

Their technical team are here to digest those big announcements that affect financial planners and tell them what we think it means for their clients and advice.

Les’ big fat quiz of the year webinar

Prudential’s technical team have been reading, writing and presenting on technical matters all year. From top slicing to tapered annual allowances, lifetime allowance to lifetime gifting and special types of trust to scheme pays. Questions have been varied and (sometimes) interesting.

Nucleus: Illuminate live focus, focusing on what matters right now

If you missed last week’s illuminate live focus session with Julie Littlechild, you can watch the replay on our website by clicking the link below.

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