27th March 2020
Prudential upcoming webinars
Register for Prudential’s upcoming webinars and earn structured CPD.
Using Trusts in Inheritance Tax Planning
Session: 2 April 2020 at 10am
On this webinar they’ll look at the use of standard insurance company trusts and how they can play a part in delivering the right Inheritance planning outcomes for your clients.
They’ll look at the four How’s – how they work, how you use them, how they are set up, and how they’re taxed.
Register here
ISA Planning – using 2020 foresight
Session: 23 April 2020 at 9am
During the course of this webinar, Prudential will explore the various planning angles using an ISA, which might suit some of your clients in the new tax year and beyond. This will include options for both accumulating and decumulating clients, and ensuring tax benefits are fully utilised.
Register here

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