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For UK financial advice professionals only
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On demand events

Techy Tuesday Tax Tool

02 Jun 25

81 min watch

Upgraded Tax Wrapper Comparison Tool

Following the Autumn Statement of 2022, with reducing Capital Gains and Dividend allowances, there’s been a lot of focus on whether it’s better to have an investment wrapped or unwrapped. Given the myriad variables, there is no one answer. But we now have a solution – our upgraded Tax Wrapper Comparison Tool.

Mark Devlin (Senior Technical Manager, M&G)
Barrie Dawson (Senior Technical Manager, M&G)

They talk you through the tool’s new features (annual ISA wrapping, multiple withdrawal options and more) and what the tool does “under the bonnet”. They also demonstrate the inputs that need to be made and share insight on how the tool can be integrated into your Central Investment Propositions.

The aim of these upgrades is to make tax planning more effective, efficient, and comparable, and to provide you with a clear indication of a preferred investment strategy, comparing net results as part of your due diligence requirements.

Up to 81 minutes (approximately), with 30 minutes Q&A I Structured CPD accredited by CII and CISI 

Learning outcomes

By the end of this session, you will be able to:
  • Explain the taxation of collectives, onshore bonds and offshore bonds
  • Describe the operation of the upgraded Tax Wrapper Comparison Tool
  • Demonstrate how this can be used in planning for your clients.
Download the slides
Q&A

Claiming your CPD

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 to claim your CPD certificate on the link below

1. True or False, you can use your personal allowance to offset against capital gains?

A. True

B. False


2. Which of the following statements is correct?

A. OEICs and Investment Bonds both produce income

B. OEIC’s produce income, Investment Bonds do not.

C. OEICs do not produce income, Investment Bonds do.

D. OEICs and Investment Bonds do not produce income.


3. There is no difference in taking a bond withdrawal by partials across all the segments against surrendering full segments?

A. True

B. False

1. True or False, you can use your personal allowance to offset against capital gains?

A. True

B. False


2. Which of the following statements is correct?

A. OEICs and Investment Bonds both produce income

B. OEIC’s produce income, Investment Bonds do not.

C. OEICs do not produce income, Investment Bonds do.

D. OEICs and Investment Bonds do not produce income.


3. There is no difference in taking a bond withdrawal by partials across all the segments against surrendering full segments?

A. True

B. False

Before collecting your certificate, please take a moment to provide us feedback on this session, please email prudential.distribution.team@prudential.co.uk

Complete the form below and we’ll email your CPD confirmation to you. Please use the email address that you would usually use when contacting us.

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The information provided is by Prudential Distribution Ltd, and/or M&G Wealth Investments LLP, Investment Funds Direct Limited, Prudential International Assurance and/or The Prudential Assurance Company. 

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