OCTOBER 2020
EDITION

VIEW ONLINE
SUBSCRIBE

Register with PP

Newsletter, Jobs & Event Alerts

Latest Development

  • Lifetime Allowance UFPLS case study

    30 September 2020

    The Prudential Technical team explains the differences between the lifetime allowance (LTA) rules around Pension Commencement Lump Sum (PCLS) and Uncrystallised Funds Pension Lump Sum (UFPLS) payments before and after age 75 and demonstrates how these work in practice

    READ ARTICLE
  • TDQ: TEST YOUR KNOWLEDGE – ANSWERS

    24 September 2020

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications with a monthly Test Your Knowledge quiz.

    READ ARTICLE
  • TEST YOUR KNOWLEDGE QUESTIONS

    24 September 2020

    As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications with a monthly Test Your Knowledge quiz.

    READ ARTICLE
  • Deep dive into Gifting and Inheritance Tax

    17 September 2020

    The Prudential technical team examine Potentially Exempt Transfers (PETs) and Chargeable Lifetime Transfers (CLTs), their interaction with each other and the impact these gifts have on Inheritance Tax (IHT).

    READ ARTICLE
  • SSAS case study: Business expansion

    14 September 2020

    There are many reasons that a pension scheme may look to purchase a commercial property. In this case study, David Bonneywell, director at Talbot and Muir, looks at how a business owner uses good financial advice and planning to help expand his family business.

    READ ARTICLE
  • Technicalities of in-specie pension asset transfers

    10 September 2020

    What the reasons for in-specie transfers of assets between pensions schemes? Which assets typically does it apply to, who can authorise a transfer and what's the process involved?

    READ ARTICLE
  • Pension death benefits – who should receive them?

    5 September 2020

    There are several good tax reasons why an individual might look beyond their spouse in respect of the beneficiaries of their pension, says Fiona Tait, Technical Director, Intelligent Pensions

    READ ARTICLE
  • Tapered Annual Allowance and Carry Forward – new rules examined

    18 August 2020

    Stephen McPhillips, technical sales director, Dentons Pension Management Limited looks at the new threshold and adjusted income definition amounts applicable from 6 April 2020.

    READ ARTICLE
Do NOT follow this link or you will be banned from the site!