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.
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