October 2018


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  • Prudential Oracle Regulatory Special

    12 December 2017

    Welcome to Prudential’s special edition of Oracle. Why’s it special? They have moved away from the usual legislative world of tax, trust and pensions that they normally cover. In this edition their looking at some hot topics in the regulatory world. If you didn’t manage to come along to Prudential’s recent TRIP seminars they...

  • In the words of Bananarama ‘It ain’t what you do (it’s the way that you do it)’

    27 November 2017

    As a result of gradual reductions to the standard Lifetime Allowance (LTA) over the last few years, more and more clients are now subject to a LTA excess. Where a client’s benefits exceed their LTA there is no way to avoid the excess tax charge. However, where they have a mixture of defined benefit...

  • Vulnerable clients and the pension journey

    21 November 2017

    Failure to consider the needs of vulnerable clients could clearly result in poor client outcomes and it also constitutes non-compliance with the FCAs principles, rules and expectations. Clare Moffatt, Senior Technical Manager at Prudential looks at this topical area in detail. Such is the importance attached to the issue of vulnerable clients, the FCA...

  • Budget webex – Sign up now

    20 November 2017

    Chancellor of the Exchequer Philip Hammond will deliver the first Autumn budget (although the second budget of 2017) on Wednesday 22 November. In the world of movies, the sequel is usually worse than the original, but post the General Election in June will this sequel be better? To keep the analogy going, will this...

  • You do the hokey cokey and the Money Purchase Annual Allowance is £4,000.

    19 November 2017

    The Government announced their intention for the Money Purchase Annual Allowance (MPAA) to reduce, to £4,000 from 6 April 2017, in their final spring budget on 8 March 2017. Finance (No.2) Bill 2017 included this clause but it was dropped prior to the general election, then reintroduced in the Finance Bill published on 8...

  • A Trio of Tax

    14 November 2017

    Last month Helen O’Hagan covered the entry charge for discretionary trusts and now she moves onto the periodic charge where she will explains in simple terms how it works. Remember a discretionary trust is one where there are no fixed beneficiaries but normally the trustees can choose from a wide class of beneficiaries to...

  • Update on the new online Trusts Register Service

    9 November 2017

    In both May 2017 and July 2017 editions of Oracle Technical, I wrote about the new Trusts Register Service (TRS). Very briefly, seven key points arose from these articles. 1. Paper form 41G used to register a trust was withdrawn in April 2017 and instead an online register became operational on 13 July (albeit...

  • Prudential T.R.I.P webex

    6 November 2017

    Join Prudential and independent consultant Rory Percival at our T.R.I.P. webex and earn 1-hour CPD and hear about current issues in: • Technical • Regulatory • Investment • Planning Specifically, we’ll look at: • FCA consultative paper CP17/16 – defined benefit transfers proposed changes to TVAS • The topical changes to taxation and the...