For UK financial advisers only, not approved for use by retail customers. Click here for the consumer website For UK financial advisers only, not approved for use by retail customers. Click here for the consumer website
PruAdviser on-line services will be unavailable from 20:00 PM on Saturday 19th September until 17:55 PM on Sunday 20th September for website essential maintenance. We apologise for any inconvenience caused.

Family Fortune Seminar

Session: 28 January 2020    

In our Family Fortune seminars, we share our guidance on:  

  • Pre and post-death gifting for estate planning
  • Intergenerational planning opportunities
  • The potential impact on allowances and personal taxation
 
Family Fortune - Pension Overview
Presenter: Kirsty Anderson - Business Development Manager
 
Family Fortune - Investment Overview
Presenter: Cat McInally - Business Development Manager

"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.

Family Fortunes webinars
For UK financial advisers only, not approved for use by retail customers. Click here for the consumer website For UK financial advisers only, not approved for use by retail customers. Click here for the consumer website
PruAdviser on-line services will be unavailable from 20:00 PM on Saturday 19th September until 17:55 PM on Sunday 20th September for website essential maintenance. We apologise for any inconvenience caused.

Family Fortunes webinars

Session: 27 March 2020

Planning for the succession of family assets can be a complex and sensitive process,  with “Family Fortune” potentially becoming “Family Feud”. Nevertheless, it’s an area where you can demonstrate the true value of comprehensive advice to your clients.

On the webinar they explored a wide range of financial planning opportunities including:

  • Gifting
  • Personal taxation
  • Intergenerational planning
  • The potential impact on allowances

Presenters – Kirsty Anderson – Business Development Manager (Pensions)

Cat McInally – Business Development Manager (Investments)

"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.