1st July 2020

Prudential: CPD compilations and webinars

CPD compilations 

Prudential’s CPD compilations are made up of a few articles covering topical areas, which are useful when considering your clients financial planning. Their CPD compilations offer structured CPD. To qualify for this, once you’ve read the articles, go to the Testing Centre to answer some questions and receive a certificate. 

View CPD compilations here.

CPD webinars

The tax treatment of discretionary trusts

Session: 16 July 2020 at 10am

In 2006 changes to the relevant property regime seen the demise on interest in possession trusts for lifetime gifting and the rise in the use of discretionary trusts. Do you get confused by the fourteen year rule or the order of gifting? Get your periodic charges in a pickle? If so this is the one for you. 

On this webinar, Neil MacLeod, Technical Specialist at Prudential will look at the various tax aspects of discretionary trusts.  

You’ll gain an understanding of: 

• Inheritance Tax
• Income Tax, and 
• Capital gains tax treatment of discretionary trusts 

Gain 60 minutes of structured CPD.  

Register for 10am session here.

What to do about the company bank account  

Session: 30 July 2020 at 10am 

In last month’s Bond Withdrawal webinar, many of the attendees asked for further information on investing corporate money. This webinar will have Graeme Robb, Senior Technical Manager, who will you through the key tax planning considerations when investing corporate money. They’ll also have Cat McInally, Investment Business Development Manager look ar how our fund solutions fit in with corporate investments. 

You’ll gain an understanding of:  

• Key considerations when dealing with corporate investments
• Taxation of corporate investments
• Tax impacts on individuals where their company makes investment 
• Ways Prudential’s fund solutions can assist with corporate investments

Gain 60 minutes of structured CPD. 

Register for 10am session here.

CPD, Tax, Trust & ISA, Partner Webcasts, Learning & Development