Estate Planning
Within this page you'll be able to access adviser and client-facing technical materials on key estate planning subjects.
You can also access the latest edition of Oracle, our technical newsletter, on the right.
To speak to one of our technical experts, click on the link at the bottom of this page.
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NEW Time flies - A summary of key tax planning opportunities before April 2012
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NEW Two birds, one stone - Changes to IHT rules for pensions
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Tax planning for the future
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view (392k) |
Speak to a technical expert
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Contributors
Gerry Brown, Trusts & Tax Manager
Gerry Brown is Prudential's Manager for Tax & Trusts. He is a Chartered Accountant and a member of the Society of Trust and Estate Practitioners (STEP). He also holds the Diploma of the Personal Finance Society. Having graduated from university with a degree in Economics, Gerry joined what was then the Inland Revenue as an Inspector of Taxes. He left the Inland Revenue to train as a Chartered Accountant and worked in various accountancy practices specialising in tax. He has worked in the life assurance industry since 1995.
