NOVEMBER 2020
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Latest Development

  • Pensions Death Benefits summary – post Staveley

    19 November 2020

    Stephen McPhillips, technical sales director, Dentons Pension Management, considers considerations around pension scheme death benefits and provides an update following the recent Supreme Court Judgment. This article was first published in the November 2020 issue of Professional Paraplanner. A longstanding feature of most registered pension schemes has been the provision of death benefits in...

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  • Offshore Bonds Taxation explained

    17 November 2020

    The Prudential Technical Team examine Offshore Bonds and how are they taxed for individuals and personal representatives.

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  • Inheritance Tax Taper Relief and Gifting

    10 November 2020

    The Prudential technical team explain how taper relief can reduce the tax payable on lifetime gifts.

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  • Les Cameron to deliver tax webinar for Paraplanners Assembly

    10 November 2020

    Les Cameron, head of Technical for Prudential, will be deliver webinar for Paraplanners Assembly on 'Tax and wrappers' on Wednesday 18 November 2020.

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  • TDQ: TEST YOUR KNOWLEDGE: ANSWERS (November 2020 issue)

    29 October 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.

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  • TEST YOUR KNOWLEDGE: QUESTIONS

    29 October 2020

    Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, is run in conjunction with key support providers, such as Brand Financial Training, and aims to test your knowledge of the financial services market, as part of  your overall training goals and exam techniques.

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  • Technical Q&A: Pension Death Benefits (part 2)

    20 October 2020

    Following on from last week’s article, the Prudential technical team answer more questions most commonly asked around the death benefits associated with pensions.

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  • Technical Q&A: Pension Death Benefits – Part 1: Payment options

    14 October 2020

    The Prudential Technical Team answer some of the questions that have been asked recently of the Prudential’s support team in respect of death benefit payment options. Q. My client’s husband has passed away and she is the beneficiary. She wants to use dependant’s drawdown but the current provider’s scheme doesn’t offer this. Can she...

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