November 2017
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  • 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...

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  • The ‘What’ of Trusts – Gift Trust

    20 April 2017

    The concept of trusts can be confusing and complex for many paraplanners and advisers. Helen O’Hagan, Technical Manager at Prudential, explores the ‘what’ of gift trusts. We are going to take you through a simple and succinct journey of standard insurance company trusts over the next few months. We will start with gift trusts...

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  • It’s not high earners, it’s high income

    11 April 2017

    One of the hot topics for  pension planners over  the last year is the introduction of  what is commonly referred to as “the tapered annual allowance for high earners”, which became effective on 6th April 2016.  Les Cameron, Head of Technical at Prudential explores the subject. It is intended to restrict tax relief for...

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  • Drawdown rates

    30 March 2017

    Promulgation of a ‘safe’ withdrawal rate for drawdown investors is dangerous, argues Andrew Pennie, head of Pathways, Intelligent Pensions Recent research by Aegon and EValue declared the ‘rule of thumb’ safe withdrawal rates for drawdown are out of date but then went on to announce additional ‘rule of thumb’ rates based on a sliding...

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  • Corporate Investment boxset now on Prudential’s Knowledge TV

    28 March 2017

    Brand new to Prudential’s Knowledge TV is a seven-part CPD-accredited ‘Corporate Investment’ boxset.   It’s likely that many corporate investors have surplus cash sitting on deposit, but with interest rates remaining at historically low levels, how can these companies make their money work harder? This boxset seeks to understand directors’ overarching concerns and explores how...

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  • Technical Special: Spring Budget Analysis 3

    14 March 2017

    In the third of four articles analysing details of the Spring Budget, Prudential’s technical team looks at the reduction to the Money Purchase Annual Allowance. In the last Autumn Statement the Chancellor announced a consultation on government proposals to reduce the Money Purchase Annual Allowance (MPAA) from its current level of £10,000 to £4,000. There...

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  • Technical Special: Spring Budget Analysis 2

    13 March 2017

    In the second of four articles analysing details of the Spring Budget, Prudential’s technical team looks at the imposition of a transfer charge on UK pensions moving overseas.

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  • Technical Special: Spring Budget Analysis 1

    13 March 2017

    In the first of four articles analysing details of the Spring Budget, Prudential’s technical team looks at the reduction in the Dividend allowance. In the 2016 Budget, then Chancellor of the Exchequer George Osborne announced that from the 2016/17 tax year the dividend credit would be removed and in its place a £5,000 zero...

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