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  • Prudential Technical Budget webinar: 4 March 2021

    1 March 2021

    Join the Prudential Technical team this Thursday for a webinar on the 2021 Budget.

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  • Loans from Trust: With case studies

    17 February 2021

    Using case studies, John Humphreys, Inheritance Tax Specialist, WAY Investment Services, looks at where loans from Trust have been used to help family members achieve their financial goals

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  • Technical: Inheritance Tax relief for business property

    2 February 2021

    The Prudential's Technical team takes an in-depth look at Business Property Relief and when and how it can be used in clients' tax planning, in particular in respect of inheritance tax.

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  • When best to use a SIPP or SSAS

    19 January 2021

    What are the similarities and differences between a SIPP and a SSAS and what is the best use of each depending on clients’ needs?

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  • TEST YOUR KNOWLEDGE: ANSWERS – January 2021

    12 January 2021

    Cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, provided by Brand Financial Training.

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  • Test Your Knowledge: Questions – January 2021

    12 January 2021

    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. The following questions relate to examinable Tax year 20/21, examinable by the CII until 31...

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  • Use it, use it?

    12 January 2021

    Prudential's Head of Technical Les Cameron analyses ways paraplanners can use tax allowances and exemptions to the benefit of clients.

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  • Purchased Life Annuities explained

    1 December 2020

    The Prudential Technical Team show how Purchased Life Annuities (PLAs) provide a guaranteed income normally until death or expiry of a fixed term, explaining their benefits and how they are taxed. Key points • A single premium product designed to give a guaranteed income payable throughout your lifetime or on expiry of a fixed term. •...

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