February 2018


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  • HMRC is launching a new Trusts Register

    5 June 2017

    Graeme Robb, Senior Technical Manager at Prudential, summarises the implications of HMRC’s new Trusts Register and what it will mean for trustees. Key points Paper Form 41G used to register a trust is no longer accepted HMRC are launching an online Trust Registration Service Trusts with UK liabilities will be required to register whether...

  • Prudential launches Knowledge TV iPhone app with CPD technical content

    1 June 2017

    Prudential has launched a new Knowledge TV app for iPhone, with an on-demand library of videos containing industry updates, technical expertise and insight, and information about its funds, tools and services. Paraplanners can watch CPD-accredited technical content with even more versatility using the app. You can stream the videos online with 3G/4G or WiFi,...

  • The ‘what’ of trusts: Loan trusts

    30 May 2017

    In the second article of our trust series, Helen O’Hagan, Technical Manager at Prudential, makes the trust journey simpler and less complex. Last month, she looked at gift trusts and this time she covers loan trusts. In this article, I’ll cover: W – why use a loan trust H – how to use a...

  • Would you take a tennis racquet fishing?

    22 May 2017

    Les Cameron, Head of Technical, explores defined benefit pension transfers from a technical viewpoint, tackling the topics such as transfer values and transfer drivers. Total access to your pension fund, the reduction in tax on death benefits and the ability for non-dependants to ‘inherit’ your pension were game changers in the advice world. In...

  • How I approach a suitability report

    18 May 2017

    Rebecca Tuck at Magenta Financial Planning gives us her tips! I am lucky because Magenta Financial Planning is new company, set up in 2016, and before we launched I had the opportunity to look at our report templates and review the process from scratch, truly from a blank sheet of paper. What we did...

  • CPIH – Taking the rise out of inflation?

    15 May 2017

    As the Office for National Statistics changes its official inflation measure from CPI to CPIH, Moira Warner from Prudential’s Technical team takes a brief look into the future to consider what this might mean for the uprating of official pensions and public service pensions. In the uproar surrounding Donald Trump’s election victory in early...

  • Insurance bond part surrenders – new rules for ‘wholly disproportionate’ gains

    8 May 2017

    The ‘5% rule’ for insurance bonds is widely used and enjoyed by individuals and trustees. Graeme Robb, Senior Technical Manager at Prudential, explores the new rules for ‘wholly disproportionate’ gains. Key points The ‘5% rule’ for insurance bonds is widely used and enjoyed by individuals and trustees Where cumulative 5% allowances are exceeded, the...

  • Probate Fees – a tax on bereavement?

    27 April 2017

    Linking probate fees to the size of a person’s estate is effectively a tax on bereavement. Liz Hardie, Technical Manager at Prudential, explores how families with large estates will now have to start considering ways to reduce the size of their estate before they die. Background The Ministry of Justice ran a consultation between...