Explore planning scenarios across your client’s full retirement journey with Prudential’s Retirement Account.
Calculate the estimated recommended pension input amount for your client to help you work out annual allowance usage.
Discover how the returns compare, in general, between onshore bonds, offshore bonds and collective investments such as unit trusts and open-ended investment companies (OEICs).
Understand the effect of salary sacrifice on your client’s pension – to lower pension contribution costs or increase contributions at the same cost.
Demonstrate the accumulated fund value achievable over a period of time through investing, and the investment required by a client to reach their savings goal.
Discover the investment needed in an offshore bond to fund school or university fees and the tax payable on withdrawals.
Find out if your client could extract profits from their business in a more tax efficient way and how.
Is your client planning to place an investment into trust? Find the correct application form and trust form with tips on how to complete them.
Calculate the impact of Emergency Tax on the payment of the Uncrystallised Fund Pension Lump Sum (UFPLS) and the first payment of drawdown.
Calculate potential Inheritance Tax liabilities when establishing a discretionary Gift Trust, discretionary Discounted Gift Trust or discretionary Loan Trust.Calculate potential Inheritance Tax liabilities when establishing a discretionary Gift Trust, discretionary Discounted Gift Trust or discretionary Loan Trust.
Find out how Annual Allowance could impact your clients – whether the standard Annual Allowance or tapered annual allowance applies, as well as the amount of unused allowance and carry forward.
This tool allows you to estimate the potential Inheritance Tax liability for one or two individuals, demonstrating the impact gifting part of their estate into trust would have on their overall IHT liability.
Calculate the savings from preferential terms and find funds available for Prudential International Investment Portfolio and the Non-UK version of the Portfolio Account.
Find out the monthly gilt yield and the impact of this on the amount of income your client could take from capped drawdown.
Estimate the potential discount which your client may receive with a Discounted Gift Trust.