September 2017
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Latest Development - Tech Zone - In Association with Prudential

  • What’s going on in the ‘offshore’ world? Part 2

    19 February 2017

    Graeme Robb, Senior Technical Manager at Prudential, continues to explore the current state of the nation for offshore issues and highlights areas which may be particularly relevant to paraplanners. (If you missed part 1 you can find it here.) UK non-domiciles & UK residential property – IHT implications Currently, an individual who is not...

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  • What’s going on in the ‘offshore’ world? Part 1

    17 February 2017

    Graeme Robb, Senior Technical Manager at Prudential, explores the current state of the nation for offshore issues and highlights areas which may be particularly relevant to paraplanners. In the context of insurance companies, ‘offshore’ can be a relatively straightforward matter. Like their onshore equivalent, offshore bonds are ‘non qualifying’ for tax purposes meaning that...

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  • Lifetime Allowance and Annual Allowance planning for the high net worth client

    14 February 2017

    Tax charges may not always be a bad thing if the overall outcome is better for the client writes Clare Moffat, Senior Technical Manager at Prudential. What is crucial is that the relevant calculations are done so that the client knows what to expect. In this article we revisit planning for the high net...

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  • Allowances and pension contributions at the tax year end – brought to you by FundsNetwork

    7 February 2017

      Calculating pension allowances for your clients, particularly at this time of the year, can be highly complex. With this in mind we thought you might find FundsNetwork’s latest video of interest. Paul Kennedy, (Head of Tax and Trust Planning) and Paul Squirrell (National Pensions Sales Manager) discuss how taking a step-by-step approach to...

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  • Is three a crowd? The pension versus ISA debate

    6 February 2017

    The pension versus ISA debate has raged on and off for years. Les Cameron, Head of Technical at Prudential, asks if three’s a crowd.   I think the debate was arguably settled by pensions freedom when the biggest downside of pensions – limited access and poor death benefits – was fundamentally changed.  Total access, albeit...

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  • Planning now for the residence nil rate band

    30 January 2017

    Graeme Robb, Senior Technical Manager at Prudential, writes about the residence nil rate band and the advice opportunities it presents for you when tax year end planning with your clients. In our Planning Matters family, we considered a widow Margaret, and married couple John and Anne, for whom the residence nil rate band (RNRB)...

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  • Tax year end planning: Tax allowances and exemptions

    25 January 2017

    It’s that time again when we need to think about tax year end planning and fully maximise tax allowances and exemptions. Helen O’Hagan, Technical Manager at Prudential, looks into the planning strategies that can deliver considerable tax savings for your clients. Inheritance tax (IHT) Consider Margaret from our Planning Matters family, who is a...

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  • New Series – Planning Matters: A family of case studies

    19 January 2017

    Let’s face it, many aspects of financial planning involve a lot of technical detail. Our partners Prudential have created a fictional family and explores their planning needs through a detailed case study for each of them. Professional Paraplanner will be running a series of upcoming articles by Prudential’s technical experts Clare Moffat, Helen O’Hagan and Graeme Robb,...

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