22nd June 2017

Prudential: Oracle Technical June edition

Welcome to Prudential’s June edition of Oracle Technical. This month sees three pension articles and two tax and trust articles.

Moira Warner has popped up to bring you some goings on in the world of public sector pension schemes. Jacqueline covered pensions savings statements last month. You use these to help identify if there’s any annual allowance charge, this month she looks at getting these paid. Mark covers the imminent GAD tables change.

Helen from the tax and trust wing brings you the next instalment of her trust series – discounted gift trust. Graeme looks at investing for vulnerable clients in the various UK jurisdictions.

Sam Niblo from the technical helpline has worked on a series of Lifetime Allowance Q&As, the Prudential Technical helpline has had a run on these recently. Neil McLeod covers some common queries on assignments.

Read the full edition here.

Technical, Investments, Tax, Trust & ISA

Registration

Free Registration and CPD

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.

Not yet registered?

Please complete this form to join our community

Name


Email


Company


Select your role:


Password


Confirm Password

About Us

Read

Learn

Attend

Connect

My Panacea

Press Centre