March 2019


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Latest Development - Tech Zone - In Association with Prudential

  • Why scheme benefits should not be viewed as falling outside of financial planning

    29 May 2018

    Moira Warner, technical manager, Prudential uses a case study to examine the use of scheme arrangements as part of wider financial planning Death is not the end. This truism can apply equally on death of the member as in life. So it would be a mistake to assume that scheme benefits are what they...

  • Will Office of Tax Simplification survey result in tax shake-up?

    22 May 2018

    As the OTS looks to simplify the tax regime, could its latest survey result in the expected shake-up of IHT rules? Liz Hardie, technical specialist, Prudential, looks at the content of the survey After publication of the IHT Review Scoping paper in February 2018, the Office of Tax Simplification (OTS) published an online survey...

  • Deliberate deprivation of assets rules and care home fees

    1 May 2018

    Assessing for deliberate deprivation of assets can be a grey area for many local authorities. North Yorkshire County Council was recently criticised by the Local Government and Social Care Ombudsman, who say that they got the decision wrong. Liz Hardie, technical specialist Prudential, looks at the case.  The Case of Mrs Y Mrs Y was...

  • Prudential’s Paraplanner Special Edition Oracle

    26 April 2018

    Welcome to Prudential’s paraplanner special edition Oracle In this edition we take a look at some of the frequently asked tax calculations. We also have a special feature article written by a paraplanner – the article discusses the how the profession is moving and the support that is out there to help you. Read...

  • Trusts for disabled persons – to elect or not to elect  

    23 April 2018

    There are available tax advantages on electing for a trust to be treated as a vulnerable person’s trust but is it always the best thing to do for a disabled beneficiary? Helen O’Hagan, technical helpline manager, Prudential looks at the details. Who is a vulnerable beneficiary? A ‘vulnerable beneficiary’ is either: A person who...

  • The highest rate of tax in the kingdom

    17 April 2018

    Now that the Scottish Rate of income tax (SRIT) has been passed, Mark Devlin, technical manager (pensions)at Prudential, looks at a particular quirk that exists between the devolved and non-devolved powers, to highlight the highest UK rate of tax (the tartan tax trap?). Following passing of the new Scottish Rate of Income Tax (SRIT), I...

  • Technical: Divorce Bill, financial planning and the silver divorcee

    12 April 2018

    Clare Moffat, senior technical manager, Prudential, looks at the divorce (Financial Provision) Bill and how it may affect clients’ financial plans and in particular, the ‘silver’ divorcee. The Divorce (Financial Provision) Bill passed through its second reading in the House of Lords in January 2017. No date has yet been set for Committee stage...

  • Defaqto’s multi-asset risk bound fund families: how to rate and select them guide in association with Prudential

    22 March 2018

    Defaqto’s multi-asset risk bound fund families: how to rate and select them guide in association with Prudential The reports give an independent and fact-based view on the features, processes and market positioning of a proposition, reducing the client suitability and due diligence workload for advisers. They include fund performance comparisons and case studies, showing...