January 2019


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Latest Development - Tech Zone - In Association with Prudential

  • Questions from technical helpline – Pensions

    5 March 2018

    Death: Q&A As reports typically show more people die in the winter months than during the rest of the year, we thought we’d cover some of the more common questions we’re asked on the topic of pensions and death benefits this month. Death benefit options Q1. What death benefit options must any existing pension...

  • Make things simpler with Prudential’s Extracting Company Profits tool

    26 February 2018

    Prudential’s suite of tools and calculators can help generate discussions with clients. One of the most popular one just now is the Extracting Company Profits tool. This tool helps you discuss the different options clients have for extracting profits from their business. You can input a client’s current remuneration structure and highlight how adjusting...

  • Technical: Winter Warmers including DOTAS regulation

    19 February 2018

    To warm you up (technically speaking) for the year ahead, here are a few items of current interest that caught the eye in recent weeks. DOTAS regulations This is quite technical, but important! The DOTAS regulations (DOTAS is an acronym for ‘Disclosure of Tax Avoidance Schemes’) were introduced way back in 2004 to provide...

  • 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...