31st May 2017

Welcome to Prudential’s May edition of Oracle Technical

Welcome to Prudential’s May edition of Oracle Technical.

Les Cameron, Head of Technical at Prudential was going to try and claim some form of purdah to get out of doing some work this month but his team pointed out that’s only for the government at election time!

Of course, the election has had an impact with around half the Finance Bill clauses that impact the financial planner being removed, Les has taken a look at the leavers and remainers in his article…

HMRC plans to launch the Trusts Registration Service in June 2017. All trusts with a UK tax consequence will need to be registered and Graeme gets into the detail for you in his article.

Helen has part two of her “what of trusts” articles, taking a look at the loan trust.

Jacqueline and the rest of the pension team at Prudential get a lot of queries on the Annual Allowance, specifically around the reporting and tax paying mechanics. She’s penned an article to help you get your heads around all that.

The Technical Helpline has been as busy as ever. Neil brings you some common Q&As around trusts created by wills. Barrie has a game of two halves on the pensions side – tapered Annual Allowance and clients moving abroad.

Read the full edition.

Tax, Trust & ISA, Technical