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Tools and calculators
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Knowledge and literature
- Knowledge TV videos
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Knowledge Library
- Are gifts really deliberate deprivation of assets for care home fees?
- Common sense has broken out
- The Divorce (Financial Provision) Bill and the impact on financial planning
- Pensions Q&A
- Discounted Gift Trust: Q&A
- Trusts for disabled persons - to elect or not to elect
- Prudential Market Insights | March 2018
- A couple of pension titbits
- Additional protection for flexible pension consumers
- AIFs for individual investors: the facts
- High income child benefit charge
- Corporate-owned bonds
- Discounted gift trusts: payments to beneficiaries
- Discounted gift trusts: changing the underpinning investment
- Domicile status for individuals: the facts
- Drawdown
- Early retirement planning
- EIS, VCT and SEIS
- Enhanced protection
- Family investment companies
- Fixed protection 2012, 2014 and 2016
- 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
- Lifetime allowance: the facts
- 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 fund pension lump sum (UFPLS)
- Salary sacrifice: pension planning ideas
- Salary sacrifice: the facts
- Section 32 arrangements
- Small pots and defined benefit trivial commutations
- Taxation of offshore policies: planning ideas
- Tax relief on employer contributions
- Tax relief on member contributions
- Taxation of offshore policies: the facts
- Taxation of pension income
- UK investment bonds: taxation facts
- The new State Pension
- Top slicing relief: the facts
- 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?
- Money Purchase Annual Allowance (MPAA)
- Inheritance Tax relief for business property
- Extracting profits from your business
- High net worth client planning
- Spousal bypass trust: the facts
- 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
- Tapered annual allowance
- Corporate investment CGT video
- Corporate investment corporation tax video
- Corporate investment example video
- Corporate investment OEICs video
- ISA functionality video
- Bonds life assured vs owner
- Bonds withdrawing money
- Bonds introduction video
- Bonds chargeable events and gains video
- Annual allowance for pension savings
- Investment bonds – segment surrender v surrender across the segments
- Carry forward of annual allowance
- Charities and insurance bonds: implications
- Pension contributions: Q&A
- Pension recycling
- Corporate investment fundamentals video
- RAC, SIPP and SASS pensions
- Tapered annual allowance planning
- Corporate investment considerations video
- Corporate investment inheritance tax video
- Death benefits and lifetime allowance: Q&A
- 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
- Top slicing relief Q&A
- Chargeable event personal allowance Q&A
- Starting rate for saving Q&A
- Six honest serving men
- Portfolio manager day
- The anatomy of long-term asset allocation
- Investment research and TAA
- Monitoring managers and mandates
- Infrastructure investment
- Why invest in alternatives?
- Scottish Rate of Income Tax
- Money purchase annual allowance (MPAA) - Case studies
- Consultation Paper 18/7 (CP18/7)
- Policy Statement 18/6 (PS18/6)
- IHT DOTAS – Two Acronyms come together
- Has it really been 12 years already?
- Lifetime Allowance and Death: Q&A
- Power of Attorney and the foreign element
- Tax and trust: Q&A
- The present and future of DB transfers
- Lifetime Allowance (LTA): Q&A
- Prudential Market Insights | April 2018
- Why OEICs are great… and other matters
- Help…my bond is 20 years old!
- That’s the wrong way
- Make your money work harder
- Partial withdrawal vs full segment surrender
- Time Apportionment Relief
- Assignment
- 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?
- Thoughts about bonds
- Death is not the end
- The trials and tribulations of parenthood – aka the High Income Child Benefit Charge
- And so it begins…
- Small pots and triviality: Q&A
- Loan Trust: Q&A
- CPD Quiz Webinar event page
- Multi-Asset Investment Update | May 2018
- PruAdviser - Prudential Market Insights | May 2018
- CPD Quiz Webinar - Lifetime Allowance
- Trustee Duties and Responsibilities
- Gift Trust
- Excluded Property Trusts
- Probate Trust
- A matter of life and death
- Are your clients eligible for their free TV licence, but still saving into pension?
- Oracle Guide to calculating Public Service Pension Input amounts
- Thoughts about OEICs and Unit Trusts
- CPD Quiz Webinar – Income Tax
- Introduction to retiring
- Introduction to leaving a legacy
- Introduction to intergenerational planning
- Introduction to marriage
- Introduction to receiving a windfall
- Introduction to divorce
- Divorce matters
- Discretionary trust taxation
- Prudential Market Insights | June 2018
- Multi-Asset Investment Update | June 2018
- FCA Retirement Outcomes Review and CP18/17
- Clubs, societies and charities – problems investing in insurance bonds
- University Fees Planning
- Collaboration and Estate Planning
- What do Michael J, Arnold and Cher have in common?
- Loan Trusts for Inheritance Tax Planning
- Here we go, here we go, here we go again
- Can’t pay? We’ll take your pension away!
- Prudential Market Insights | July 2018
- CPD Quiz Webinar - Pension Death Benefits
- Gifting and Inheritance Tax
- Regulatory reality check
- Personal Injury Trust
- UK Tax & Allowances
- Multi-Asset Investment Update | August 2018
- Important Information about Trusts
- Prudential Market Insights | August 2018
- CPD Quiz Webinar – Taxation of trusts
- Interaction of tax relief and annual allowance
- Planning for +£50,000 tax-free annually
- Delivering better client outcomes with the same pot of money?
- Divorce Case Study
- Quarterly Multi-Asset Investment Update | August 2018
- CPD Quiz Webinar – Annual Allowance
- Defined Benefit transfers – meeting client objectives and regulatory requirements
- Why the rules are less clearly defined for multi-asset funds today
- Capital markets research and modelling: The engine of a multi-asset portfolio
- The rise of the ‘new’ alternatives
- Multi-asset allocation amid ‘shifting’ economic centres of gravities
- Asset allocation: Why the strategic versus tactical debate matters
- Prudential Market Insights | September 2018
- Welsh Rate of Income Tax
- Budget 2018 – our analysis
- Glossary of Multi-Asset Investing
- Prudential Market Insights | October 2018
- Suitability Matters webinar
- Majoring on the Macro - Learning Matters Webinar
- Prudential Market Insights | November 2018
- Quarterly Prudential Multi Asset Insights | November 2018
- Using our AA tool
- Planning Opportunities for Tax Year End
- Prudential Market Insights | December 2018
- Governance of multi-asset portfolios - Ciaran Mulligan
- Why Prudential for Risk Managed Funds?
- Value for money without compromise?
- Prudential Market Insights | January 2019
- Get your Investment Matters CPD certificate
- PruFolio Risk Managed Range
- Inheritance Tax – overview, update, planning & trusts
- Quarterly market update from Prudential
- Brexit update – implications for financial services
- scheme pays Q&A
- small pots and triv Q&A
- Upcoming: Investment Matters webinar
- Technical
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Professional development
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Oracle publications
- Oracle Technical March 2018
- Oracle Technical April 2018
- Oracle Quarterly April 2018
- Oracle Technical May 2018
- Oracle Technical June 2018
- Oracle Technical July 2018
-
Oracle Quarterly July 2018
- Starter for 10
- Duty calls
- When pension transfers create an IHT liability
- There’s winds of change in the IHT world…. but not the IHT stats
- Language of inheritance tax
- Pensions and IHT planning
- Never mind the volatility, feel the drawdown
- The true value of advice as a profession
- Professional connections with SIFA
- Oracle Technical August 2018
- Oracle Technical September 2018
- Budget 2018
- Oracle Technical November 2018
- Oracle Quarterly November 2018
- Oracle Technical December 2018
- Oracle.
- CPD videos
- Oracle Live webinars
- Testing Centre
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Oracle publications
- Business development
- Paraplanner Hub
- Key Information Documents
- Third Party & Independent Reports
- Tax Year End Planning
About us
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News
- The funds we've highlighted with our quarterly life and individual pension unit linked review
- Principles and Practices of Financial Management
- Prudential UK & Europe and M&G combine to create a leading savings and investments provider
- Prudential ISA – Annual Management Charge (AMC) reduction from 1 March 2018
- Latest PruFund Expected Growth Rate (EGR) performance announcement – February 2018
- Withdrawal of our Transfer Value Analysis System (TVAS)
- The funds we've highlighted with our quarterly life and individual pension unit linked review
- Servicing your clients' Flexible Retirement Plans has changed
- Latest PruFund Expected Growth Rate (EGR) performance announcement – August 2018
- Retirement Account Series E - September 2018 PruFund Investment Date information
- Retirement Account Series E - October 2018 PruFund Investment Date information
- FT Adviser Service Awards 2018 – Thank you for your support
- Latest PruFund Expected Growth Rate (EGR) performance announcement – November 2018
- Changes to the investment objectives and fund names
- Brexit Update
- Retirement Account Series E - January 2019 PruFund Investment Date information
- We’ve changed our adviser charging limits
- Reduction in Fund Charges
- Awards