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Cascading wealth – opportunities to explore

Session: 17 May 2018 

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

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

Duration: 60 minutes

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"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.