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Oracle Live webinars

Our Webinars have been designed to inform, interest and educate on a wide variety of topics.

Upcoming webinars

Learn more about our upcoming webinars over the next quarter - you’ll hear from investment, technical and industry experts.

Register now
Displaying 6 articles

WEBINAR

10 things you Absolutely need to know about Bare Trusts

On this webinar, Graeme Robb, Senior Technical Manager helped you gain an understanding of the following: The use of Absolute trusts in lifetime planning, Absolute/ Bare trusts created on death, The income tax, CGT and IHT treatment of Bare/Absolute trusts and planning considerations when using Bare/Absolute trusts.

WEBINAR

Quarterly Market update from Prudential

On this webinar, Paul Fidell looked at the recent performance and Expected Growth Rates (EGRS) on the PruFund range from Prudential. M&G Treasury and Investment Office also provided a market update and also gave an update on the current portfolio.

WEBINAR

The Planning and Practicalities of Loan Trusts

The Loan Trust has been a long established feature of the Inheritance Tax and Estate Planning landscape. The Loan Trust isn't the most IHT efficient of your standard insurance companies trusts. But it's operation and flexibility means it's an essential part of the financial planners toolkit. It's a useful solution for everything from probate planning to having your client's make that first step to giving some of their money away.

WEBINAR

Les’ Big Fat Quiz of the Year

Our technical team have been reading, writing and presenting on technical matters all year. From top slicing to tapered annual allowances, lifetime allowance to lifetime gifting and special types of trust to scheme pays. The questions have been varied and (sometimes) interesting.

WEBINAR

PruFund Quarterly update

On this webinar, Paul Fidell, Business Development Manager looked at the latest Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) on a number of different products and discussed any changes made and why.

WEBINAR

Time for some mid (tax) year annual allowance work?

One of the most important dates in the annual allowance cycle is the 6 October. This is the date when schemes are required to issue pensions savings statements for those that have breached their annual allowance or money purchase annual allowance. <br> <br>On this webinar, Mark Devlin, one of our Senior Technical Managers, took you through the information you need to navigate those advice issues for those who have breached their allowances but also the advice opportunities that may exist for those that haven’t.