For UK financial advisers only. Not approved for use by customers. Visit the Prudential customer website For UK financial advisers only. Not approved for use by customers. Visit the Prudential customer website
Webex

Cascading wealth – opportunities to explore

Session: 17 May 2018  

On this webinar, Stan Russell, Senior Business Development Manager began by looking at the IHT implications if a client makes a transfer and dies within two years. George Pullar, Business Development Manager, looked at some of the key challenges faced when moving in to decumulation and looking to support a sustainable income and the use of ISAs as part of the key strategy.

Presenters: Stan Russell, Senior Business Development Manager
                     George Pullar, Business Development Manager

Duration: 60 minutes 

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