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Later Life Planning
Review of 2020, outlook for rest of 2021
Return of the Consumer
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Message from Andy Papadopoulos Q2 April 2021
Managing better outcomes by managing your ISA’s
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- 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 charge
- 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
- Salary sacrifice: the facts
- 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
- Taxation of pension income
- 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?
- 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
- 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
- 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
- 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)
- 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
- Discretionary trust taxation
- 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
- Get your Investment Matters CPD certificate
- 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
- ESG Investing
- What is ESG investing?
- 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
- The Order of Gifting
- 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
- Strategic Asset Allocation 2020 – LF Prudential Risk Managed Active & Passive Funds
- 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
- T&IO UK Commercial Property Update
- 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
- Prudential Market Insights Update – January 2021
- Annual Allowance Tax Year End Quiz Webinar
- Annual Allowance Tax Year End Quiz Webinar
- PruFund Growth & PruFund Cautious Quarterly Investment Update
- 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
- Spring Budget 2021 – Income Tax and Capital Gains Tax
- 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
- 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?
- 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
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
ISA Online
- How-to Series - Servicing and managing clients
- How-to Series - New Business Adviser Journey
- How-to Series - New business client journey
- How-to Series - Client Registration Journey
Insights Hub
- Deed of Variation (DOV) & Transferable NRB Planning
- Birth of a new child or grandchild
- The duties and responsibilities of trustees
- Inheritance and windfalls
- Divorce
- Excluded Property Trust
- Discounted Gift Trust
- Loan Trust
- Gift Trust
- Probate Trust
- 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

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