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  • Technical: Calculating the annual allowance

    25 February 2019

    The Prudential offers a free-to-use annual allowance calculator on its website. In this article the Prudential Technical Team explain how to use Prudential’s calculator and what information is needed to carry out annual allowance calculations. Key points The annual allowance limit applies to the total monetary value of all defined contribution amounts paid by...

  • Pensions and business exit planning

    25 February 2019

    SSAS is an ideal business exit planning tool, says Stephen McPhillips, technical sales director, Dentons Pension Management Limited Small self administered schemes (SSAS) have experienced something of a renaissance over the past few years, despite the increasingly difficult process to have these accepted and registered by HM Revenue & Customs (HMRC). This relatively new...

  • Tax and trusts: Sideways inheritance

    21 February 2019

    The incidence of divorce and re-marriage amongst baby-boomers can make inheritance fraught with difficulties and requires talking to clients about their wishes, wills, trusts and tax, says John Humphreys, inheritance tax specialist at WAY Investment Services Ltd Dealing with inheritance issues can be an extremely sensitive matter. How much to pass on and to...

  • 5 Revision Methods to try out in 2019 – which one best suits you?

    18 February 2019

    How do you find the study method that best suits you? Brand Financial Training takes a look at a selection of the different techniques that are available to help you commit information to memory.   This post was originally published on the Brand Financial Training Blog at <> and has been reproduced here with their permission. ...

  • Technical: Carry forward of unused annual allowance

    13 February 2019

    In this article the Prudential technical team explains the history and use of carry forward of unused annual allowance for pension savings, including calculation examples. Key points Annual allowance rules operate separately from the tax relief rules. You need to consider both when looking at pensions saving. Carry forward relates only to unused annual...

  • Primary protection – what it is and how it works

    1 February 2019

    Primary protection was introduced by Finance Act 2004, for people with total benefits valued at £1.5m (the newly introduced lifetime allowance) or more on 5 April 2006, to reduce potential tax charges. Here the The Prudential technical team look at what it is and how it works. These articles are for UK financial advisers only. Key...

  • Where inheritance tax applies to pensions

    26 January 2019

    Pensions are normally exempt from IHT.  This article from the Prudential technical team, explores those areas where pensions can have IHT implications. These articles are for UK financial advisers and paraplanners only. Key points Contributions to a pension scheme can be a lifetime transfer of value if the member is in ill health or...

  • Supporting you in 2018 – Prudential’s 2018 End-Year Report

    15 January 2019

    We’re continually growing our hub to keep supporting you – sharing useful tools, new content including seminars and articles, videos and of course our dedicated life events hub. Watch out for ways we’ll support you throughout 2019. Here is a handy infographic to show what we have been up to in 2018. Click below...