Site map

Search

New year message from Andy Papadopoulos, Intermediated Sales Director

Investment Pathways webpage

Products

Funds

Online Services

Tools and calculators

Knowledge and literature

Environmental, Social and Governance (ESG) and M&G
State of the Nation – Politics, Tax, Economy & Investment
Later life planning answers
Later Life Planning
Review of 2020, outlook for rest of 2021
Return of the Consumer
Trust in the Future
Managing better outcomes by managing your ISA’s
Knowledge TV videos
Literature library
Knowledge Library
- When can retirement benefits be taken?
- Qualifying recognised overseas pension schemes transfers
- Discounted Gift Trust: Q&A
- A couple of pension titbits
- Additional protection for flexible pension consumers
- AIFs for individual investors: the facts
- High Income Child Benefit Tax Charge | PruAdviser
- Corporate-owned bonds
- Discounted gift trusts: payments to beneficiaries
- Discounted gift trusts: changing the underpinning investment
- Domicile status for individuals: the facts
- Pension Drawdown – everything you need to know
- Early retirement planning
- What is EIS, VCT or SEIS?
- Enhanced protection
- Family investment companies
- Pension fixed protection explained
- Flexi-access drawdown vs UFPLS
- Gift aid donations by individuals: the facts
- Inheritance Tax meets Child Benefit Tax
- Inheritance tax and pensions
- Individual Savings Accounts (ISAs): the facts
- Individual protection 2014 and 2016
- Inheritance Tax taper relief
- Life assurance policies and insurable interest requirements
- ISAs: planning ideas
- Legal structures of pension schemes
- Loan trusts: the facts
- Normal expenditure out of income exemption
- Pension commencement lump sum (tax-free cash)
- Pension switches without safeguarded benefits
- Pensions can be a valuable tool in an individual's tax planning
- Pensions and divorce
- Pensions and inheritance tax: planning ideas
- Income tax personal allowance: planning ideas
- Income tax personal allowance: the facts
- Phased retirement
- Inheritance Tax Potentially Exempt Transfers
- Primary protection
- Protected early pension age
- Purchased life annuities: the facts
- When can retirement benefits be taken?
- Uncrystallised funds pension lump sum (UFPLS)
- Salary sacrifice: pension planning ideas
- What is Salary Sacrifice? | PruAdviser
- Pension Section 32 & Buyout policies
- Small pots and defined benefit trivial commutations
- Offshore Bond Taxation planning ideas
- Tax relief on employer contributions
- Tax relief on member contributions
- Offshore Bonds Taxation explained
- Is Pension Income Taxable? | PruAdviser
- The new State Pension
- Top slicing relief planning
- Transferring a pension scheme
- Transferable nil rate band: the facts
- Transferable nil rate band: planning
- Trusts for disabled persons
- Trustee investment considerations: the facts
- Trustee residence status rules for the UK
- Types of pension arrangements
- What is a Pension Annuity? | PruAdviser
- Money Purchase Annual Allowance (MPAA)
- What is Business Property Relief? | PruAdviser
- Extracting profits from your business
- High net worth client planning
- What is a Spousal Bypass Trust? | PruAdviser
- Qualifying recognised overseas pension schemes transfers
- Comparing pension and buy-to-let as retirement planning vehicles
- Tax-free cash and protection
- Death benefits from defined contribution schemes
- AIF planning for individual investors: planning ideas
- Death benefits and annuities
- Death benefits for defined benefit schemes
- Inheritance Tax annual exemption
- Loan trust: planning ideas
- Pension transfers and conversions
- Trustee record keeping
- Gifting guidance for attorneys and deputies
- Discounted gift trusts: the facts
- UK investment bonds: taxation planning ideas
- Income tax rates and order of tax
- Income or assets overseas – client notification obligations
- Investment bonds – segment surrender v surrender across the segments
- Carry forward of annual allowance
- Charities and insurance bonds: implications
- Pension Contributions: Q&A | PruAdviser
- Pension recycling
- RAC, SIPP and SASS pensions
- Tapered annual allowance planning
- Pensions and divorce Q&A
- Chargeable event gains on bonds and Capital Gains Tax QA
- 5% Tax Deferred Allowance for bonds: Q&A
- Chargeable events calculation Q&A
- Chargeable event personal allowance Q&A
- Starting rate for saving Q&A
- Portfolio manager day
- The anatomy of long-term asset allocation
- Investment research and TAA
- Monitoring managers and mandates
- Infrastructure investment
- Scottish Rate of Income Tax
- Money purchase annual allowance (MPAA) - Case studies
- Consultation Paper 18/7 (CP18/7)
- Policy Statement 18/6 (PS18/6)
- Lifetime Allowance (LTA): Q&A
- Upcoming: Bonds benefits and Assignment
- Upcoming: Cascading wealth – opportunities to explore
- Consider your data security
- Data Policy and Notices
- GDPR Checklist
- GDPR Glossary
- Reduce risk of cybercrime
- Clients rights
- What have you got to lose?
- Legal grounds
- What to do if you have a breach?
- What duties and responsibilities do trustees have?
- Gift Trust
- Excluded Property Trusts
- Probate Trust
- Are your clients eligible for their free TV licence, but still saving into pension?
- @Oracle Guide to calculating Public Service Pension Input amounts
- Introduction to divorce
- What is a Discretionary Trust? | PruAdviser
- FCA Retirement Outcomes Review and CP18/17
- Clubs, societies and charities – problems investing in insurance bonds
- What do Michael J, Arnold and Cher have in common?
- Can’t pay? We’ll take your pension away!
- Gifting and Inheritance Tax
- Personal Injury Trust
- UK Tax & Allowances
- Important Information about Trusts
- Interaction of tax relief and annual allowance
- Planning for +£50,000 tax-free annually
- Why the rules are less clearly defined for multi-asset funds today
- Capital markets research and modelling: The engine of a multi-asset portfolio
- Multi-asset allocation amid ‘shifting’ economic centres of gravities
- Asset allocation: Why the strategic versus tactical debate matters
- Welsh Rate of Income Tax
- Glossary of Multi-Asset Investing
- Using our AA tool
- Start to look at what’s next
- What makes people buy a pension?
- 3 things to think about Annual Allowance at tax year end
- scheme pays Q&A
- small pots and triv Q&A
- Frequently Asked Questions about MiFID II & IDD disclosure
- Pension death benefits: Q&A
- Annual allowance, including carry forward, money purchase AA and tapered AA: Q&A
- Transfers: Q&A
- Pension miscellaneous: Q&A
- Residence Nil Rate Band (RNRB): Planning
- Residence Nil Rate Band (RNRB): Facts
- LTA UFPLS case study
- Trust Registration Service (TRS)
- Annual allowance: scheme pays
- Risk and suitability: How can the industry get it right?
- prufund-explained
- The seven steps required to calculate an individual’s income tax liability
- Investing in alternatives for 15 years
- Getting the best return in the smoothest possible way
- Protecting investor interests from the inside
- Sequencing of risk return
- The Scottish Budget 2020 - no change to income tax rates
- Spring Budget 2020
- Spring Budget 2020 Tapered Annual Allowance
- Entrepreneurs Relief
- Miscellaneous pension tax and trusts
- Top Slicing
- Oracle Express - Pensions Regulator guidance on COVID-19
- Who is liable for the tax when a bond is under trust?
- Annual Allowance – Scheme Pays
- Company Owned Bonds
- 5% tax deferred allowance
- Attorneys and Gifting – England and Wales
- Shining a light on drawdown suitability
- Tapered Annual Allowance - getting your income correct
- Relevant Income
- Turning capital losses into gains
- Seven things you might need to know when markets fall
- Company Owned OEICs
- Top Slicing Relief: 5 facts
- What is the child benefit trap and how do you get out of it?
- Top Slicing Relief
- The 14 Year Rule
- Where do you want your client’s (investment) recovery to happen?
- Technical Tidbits – June 2020
- What happens to Loan Trusts when the settlor dies
- FCAs next steps to improve the defined benefit pension transfer market (5 June 2020)
- What is the Personal Allowance Trap and how do you get out of it?
- Seven steps video
- Bond tax mitigation using pension contributions
- How to use our Tax Relief Modeller
- Higher than marginal rate relief
- How tax relief works
- The Trust Registration Service (TRS) - Important news for advisers
- Paying a contribution for a grandchild
- COVID-19 – Financial Planning in the ‘new normal’
- T&IO Weekly Market Updates
- Retirement advice unplugged with Rory Percival
- How to use our Extracting Company Profits Tool
- Capital Gains Tax Consultation
- More Top Slicing News!
- Prudential International Assurance plc
- Will trusts Video
- Pension Death Benefits – 3 things that always come up that you need to know
- Attorneys and Gifting – Scotland
- How do personal representatives administer bonds on death
- Trusts for vulnerable and 'injured' beneficiaries
- How to use our Bond Gain Tool
- How to use our Annual Allowance calculator
- How to use our Salary Sacrifice calculator
- How to use our Emergency Tax tool
- The Planning and Practicalities of Loan Trusts
- The role of active and passive funds in multi asset portfolios
- Time for some mid (tax) year annual allowance work?
- How is the Lifetime Allowance taxed during the members lifetime?
- How is the Lifetime Allowance taxed after the members death?
- PruFund Quarterly update
- 10 things you Absolutely need to know about Bare Trusts
- Quarterly Market update from Prudential
- The Taxation of Investment Bonds
- The interaction of pensions with the IHT regime
- Les’ Big Fat Quiz of the Year
- Les’ Big Fat Quiz of the Year
- Planning and practicalities of Loan Trusts
- Time for some mid (tax) year annual allowance work?
- Use it, use it?
- 10 things you Absolutely need to know about Bare Trusts
- What do grapefruit and bond gains have in common?
- Upcoming Seminars
- Pensions Tax Relief Tax Year End Quiz
- Pensions Tax Relief Tax Year End Quiz
- Tax and Trusts Tax Year End Quiz Webinar
- Tax and Trusts Tax Year End Quiz Webinar
- Annual Allowance Tax Year End Quiz Webinar
- Annual Allowance Tax Year End Quiz Webinar
- Disaster or dull – what the CGT review might mean for financial planners
- State of the Nation – Politics, Tax, Economy & Investment
- Prufolio Collectives Update
- Environmental, Social and Governance (ESG) and M&G
- Later Life Planning
- Spring Budget 2021
- Spring Budget 2021 – Pension Changes
- Spring Budget 2021 – Profit Extraction
- Spring Budget 2021 – Business Tax
- Income Tax & Capital Gains Tax - Budget 2021 | PruAdviser
- Spring Budget 2021 – Inheritance Tax
- PruFund Quarterly update
- Exceptional planning in extraordinary times
- Review of 2020, outlook for rest of 2021
- Spring Budget 2021
- Thoughts on the New Minimum Pension Age consultation
- Spring Budget 2021
- Stress Testing webinar recordings
- Prudential Quarterly Update – March 2021
- Return of the Consumer
- Trust in the Future
- Tax Day – went with a whimper
- FG (21/3) - Key points from the FCA's finalised defined benefit transfer guidance
- Investing Corporate Surplus cash – exploring the potential impact on IHT and CGT reliefs
- Managing better outcomes by managing your ISA's
- Q1 LF Prudential Risk Managed Active and Risk Managed Passive Funds Investment Update
- Prudential Risk Managed Collectives Q1 2021 Update
- The Defined Benefit Transfer Panel Debate
- Prudential ESG Investment Policy
- Q1 PruFund Growth & PruFund Cautious Investment Update from the M&G Treasury & Investment Office (T&IO)
- Definitive breakdown of the final defined benefit rules questions
- The Future of Pensions Advice: Part 3 – ‘Tax Relief, Annual Allowance and a pair of pension tax tools’
- Drawdown have we learned the lessons questions
- Tapered annual allowance
- UK investment bonds: taxation facts
- Top slicing relief: the facts
- What is Pension Lifetime Allowance? | PruAdviser
- Annual allowance for pension savings
- Understanding the Investment Paradox
- Capital Gains in excess of the Annual Exempt Amount
- Asset class performance update: A spotlight on Asian Bonds
- Understanding trusts and trustee investment duties
- Previewing the review for clients in SIPP Drawdown
- Sir Isaac Newton’s first law of motion and ESG
- The Great Reset: Why it’s time to invest for a sustainable recovery
- Addressing the great ESG performance myth
- Onshore…Offshore – you decide!
- 2021 strategic asset allocation review for the PruFund range of funds
- Prudential Quarterly Update – June 2021
- Questions that your client’s may ask you about sustainable investing
- PruFund Growth & PruFund Cautious Investment Update from the M&G Treasury & Investment Office (T&IO)
- Inflation and Real Assets – PruFund spotlight article
- Prudential Risk Managed Collectives Q2 2021 Update
- Q2 LF Prudential Risk Managed Active and Risk Managed Passive Investment Update
- Interest in Possession (IIP) Trusts Taxation
- Pep up your ISA planning
- PruFund Planet – a world of good
- Normal Minimum Pension Age Consultation
- ESG Policy for the Risk Managed Passive and Risk Managed Active fund ranges
- Planning for education?
- Trusts for vulnerable and 'injured' beneficiaries : Q&A
- PruFund Quarterly update
- Prudential Market Insights - August 2021
- Ten Common tax questions answered regarding companies investing in Onshore and Offshore Insurance Bonds and OEICs.
Technical
- Where do you want your client’s (investment) recovery to happen?
Oracle publications
Oracle Live webinars
Upcoming webinars
GDPR
Paraplanner Hub
Key Information Documents
Third Party & Independent Reports
PruFund Hub
- Regular PruFund updates
- PruFund client support information
ISA Online
Insights Hub
- Intergenerational News & Updates
- Advice Opportunities
- Solutions for a wide range of IGP needs
- Intergenerational planning for advisers
- Tax Planning
  - Tax Planning solutions
  - Common Tax Planning Questions
New year message from Andy Papadopoulos, Intermediated Sales Director
The Defined Benefit Transfer Panel Debate
The Future of Pensions Advice: Part 3 – ‘Tax Relief, Annual Allowance and a pair of pension tax tools’
The Future of Pensions Advice: Part 2 – ‘Drawdown – have we learned the lesson?’
The Future of Pensions Advice: Part 1 – ‘Definitive breakdown of the final Defined Benefit Rules’
Understanding the Investment Paradox
Understanding trusts and trustee investment duties
Understanding the Investment Paradox
Onshore Offshore you decide
Pep up your ISA planning
Planning for education?

About us

Cookies

Accessibility

Privacy

Terms and conditions

Legal notice

Search

MiFID II disclosure

A guide to: Income Drawdown in Partnership with SimplyBiz