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Oracle. January

This edition focuses on Tax-Year End and the advice opportunities available.

January 2019

 

You’ll find content that covers:

  • Pension tax relief and what it drills down to in pounds and pence
  • How you can make the most of the inheritance tax annual exemption
  • Making the most of allowances and limits
  • What is PROD?
  • The 'do's' and 'don'ts' of pension transfers.

CPD

Readers completing this accredited issue of Oracle can claim 60 minutes CPD towards the CII/PFS member CPD scheme & CISI scheme. Having read this edition of Oracle you’ll be able to:

  • Use tax year end planning strategies to help make tax savings for your clients
  • Understand the advice opportunities for the end of tax year
  • Understand the language of pension tax relief

To get your CPD certificate you need to visit our Test Centre and take the test. You can find this at: www.prutestcentre.co.uk

© Prudential 2019