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Intergenerational Financial Planning: News & Updates

Intergenerational Financial Planning: News & Updates

Discover new initiatives, regulatory updates and new thinking in the intergenerational planning market for advisers. 

 

News and Views 

 

ISAs: a product for all ages?

Explore comparisons with other products and ‘the top 5 most asked ISA questions’

0 minute read

ARTICLE by The Technical Team

Offshore Bonds taxation

A ‘deep dive’ examining lesser known Personal Portfolio Bonds (PPBs). As well as how clients can benefit from top slicing and time apportionment relief on bonds.

21 minute read

Trustee investments

Four articles focusing on options for Trustees, an increasingly important audience for advisers.

0 minute read

 

Regulatory Briefings

 

ARTICLE by Graeme Robb

New adviser obligations for the Trust Registration Service (TRS)

Important news for advisers on the requirements for advisers, starting July 2020.

6 minute read

ARTICLE by Les Cameron

Improvements to the defined benefit transfer market

Find out the FCA’s next steps for this critical topic.

10 minute read

ARTICLE by The Technical Team

Planning using the Residence Nil Rate Band (RNRB)

Our technical team unpicks the facts behind the RNRB and explores the planning options available.

20 minute read

 

Expert Market Commentary

 

The evolution of age 75

We examine what issues advisers most need to be aware of when the LTA test is required.

7 minute read

The evolution of age 75

We examine what issues advisers most need to be aware of when the LTA test is required.

7 minute read

ARTICLE by The Technical Team

Gifting and Inheritance Tax explored

The importance of making gifts in a specific order and how clients can benefit from the ’14 year’ rule.

12 minute read
Featured Video

7 minutes View transcript

Graeme Rob explores why a trust might be incorporated into a will.  And ways to identify the right trust for the task.

Featured Video

7 minutes

Mark Devlin from our technical team explores the IHT value of starting pension contributions for grandchildren.

Intergenerational planning for financial advisers

Insight, expertise and practical solutions from Prudential, to support forward-thinking advisers in extending their expertise and value across more generations of a family.

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"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at Craigforth, Stirling FK9 4UE. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company. The Prudential Assurance Company and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc, a company incorporated in the United Kingdom. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.