December 2018


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Latest Development

  • Pensions Tax Relief – A reliable source of free money

    12 February 2018

    Winning the lottery has its appeal, who wouldn’t like turning the cost of the ticket into a fortune? Pensions tax relief in essence gives you free money (albeit with a lesser return than a lottery win). To keep the gambling analogy going, if there was a fruit machine that would pay you out net...

  • Planning Matters 2018 – delivering your client’s income needs

    8 January 2018

    Prudential are running 22 seminars across the UK between 24 January and 22 March 2018. Prudential will focus on pensions, investments and income. The seminars will cover: • Regulatory requirements for pension transfers • What lies beyond bonds, equities and real estate for multi-asset funds • The impact on portfolios of different Brexit scenarios...

  • Look before you leap – testing the depth of annual allowance

    2 January 2018

    You wouldn’t dive in to a swimming pool before checking there was enough water below the surface.  So why would you dive in to paying an individual pension contribution before checking you had sufficient annual allowance? Let’s look at how you would work out the maximum individual pension contribution for a client who already...

  • Indexation changes (from 1 January 2018)

    20 December 2017

    In this article we explore last month’s Budget announcement that for corporation tax purposes there is to be a removal of capital gains indexation allowance from 1 January 2018. Key points • The change will impact some (not all) gains arising in UK life funds • Indexation will not disappear suddenly, but instead gradually...

  • 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...