May 2019


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Latest Development - Tech Zone - In Association with Prudential

  • Loan Trusts for Inheritance Tax Planning

    12 September 2018

    Prudential’s Helen O’Haga looks at the structure and use of loan trusts in financial planning, notably, inheritance tax planning. A loan trust is set up by the settlor who lends monies to the trustees who then invest these monies normally into a life assurance bond. Most companies offer these on either an Absolute or...

  • A look at the OTS’s thoughts on savings income tax simplification

    28 August 2018

    Prudential’s Graeme Robb examines key areas from the Office of Tax Simplification paper on how the taxation of savings income can be simplified In May, Liz Hardie explored the consultation issued by the Office of Tax Simplification (OTS) regarding potential simplification of the inheritance tax (IHT) regime. That consultation has now closed and we will need...

  • Prudential’s Guide to calculating Public Service Pension Input amounts

    14 August 2018

    The question we get asked most frequently about public service pension schemes is how to calculate pension input.  It’s always been a messy business, but now that many members will have both final salary and career average benefits, you’ll need to be prepared to get properly submerged in the technicalities of benefit accrual. Because...

  • Upcoming Webinar: Regulatory reality check

    14 August 2018

    Upcoming Webinar: Regulatory reality check Session: 23 August 9am, 11am and 2pm On this webinar, we have guest speaker Mike Barrett (Consulting Director) at Lang Cat. He’ll look at the key implications of Investment Platforms Market study interim report for financial intermediaries, the new costs and charges reports which will be issued by platform...

  • Thoughts on tax, OEICs and Unit Trusts

    5 August 2018

    Prudential’s Helen O’Hagan looks at the tax situation of collective investment schemes Open Ended Investment Companies (OEICs) and unit trusts. Collective investment schemes are a form of investment fund that enables a number of investors to ‘pool’ their assets and invest in a professionally managed portfolio of investments, typically gilts, bonds, equities and perhaps property....

  • Are your clients eligible for their free TV licence, but still saving into a pension?

    25 July 2018

    What are the rules for paying pension contributions after age 75? Jacqueline Clezy, Prudential technical manager, says if you haven’t a Scooby Doo how to answer, she is happy to help solve the Mystery Machine of pensions law on this subject.  Not too long ago, when you reached age 75 any unused pension funds had to be...

  • Why the OTS Business Lifecycle Report raises concerns around Entrepreneurs’ Relief

    18 July 2018

    The Office of Tax Simplifications is very busy these days, says Prudential’s Graeme Robb. Learn about its recent Business Lifecycle Report and why the OTS has concerns about Entrepreneurs’ Relief. Last month, Liz Hardie explored the consultation issued by the Office of Tax Simplification (OTS) regarding potential simplification of the inheritance tax (IHT) regime. That...

  • Prudential estate and fees planning webinars – 24 July 2018

    11 July 2018

    Prudential is hosting two webinars on 24 July 2018 which will appeal to paraplanners. Collaboration and Estate Planning 24 July 2018 This webinar, hosted by Graeme Robb, senior technical manager, Prudential will feature two guest speakers:, John Gaskell, head of Personal Financial Planning, ICAEW, and Eric Clapton (vice chair of ICAEW Personal Financial Planning...