PruAdviser on-line services will be unavailable from 16:00 on Saturday 11 December until 12:30 on Sunday 12 December for website maintenance.
Currently we are not able to show some detailed information for Retirement Account performance for clients. This will be restored on 13 December 2021. We're sorry for any inconvenience this causes.

 

State of the Nation – Politics, Tax, Economy & Investment

Session: 4 February 2021

Politics, tax, the economy and investment are inextricably linked. Individually and collectively they can have a big impact on UK financial planning. As we move into 2021, our presenters took stock of the current state of the financial planning nation and pondered where we are and where are we going.

Learning Outcome – this session will help you gain a better understanding of the potential impacts on financial planning when considering:

  • The current political environment
  • The current tax landscape
  • The current economic and investment environment

Presenters – Vince Smith-Hughes – Director of Specialist Business Support

                         Les Cameron – Head of Technical

                         Michael Collins – Head of Government Affairs

                         Mark Riggall – Head of Client Portfolio Management 

Featured Video

State of the Nation – Politics, Tax, Economy & Investment

72 minutes View transcript

Politics, tax, the economy and investment are inextricably linked. Individually and collectively they can have a big impact on UK financial planning. As we move into 2021, our presenters took stock of the current state of the financial planning nation and pondered where we are and where are we going.

To claim your CPD certificate, test your knowledge with the questions below.

Write down your answers to each of the following questions and check your answers when you click through to claim your CPD certificate on the link below.

Test your knowledge

1. What will most likely happen to the value of government bonds in the short term if interest rates rise?

a.  The market value will rise

b. The market value will fall

c. They wont be affected

d. Only the coupon will be affected

   

2.  Which body conducted a review into Capital Gains Tax (CGT) and Inheritance Tax (IHT)?

a. The Budget Office

b. Office for Budget responsibility

c. Office of Tax Simplification

d. HM Treasury

 

3. When are the local elections in the UK now scheduled for?

a. 8 April 2021

b. 6 May 2021

c. 3 June 2021

To claim your CPD certificate, click here.

"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.