Session: 10 March 2022
On this webinar in conjunction with the Institute of Chartered Accountants for England and Wales (ICAEW) Kirsty Anderson, Prudential Pension Business Development Manager, focused on gifting wealth via a pension, reducing inheritance tax liabilities and helping the next generation. Kirsty also spoke about pension death benefits and what action needs to be taken now to ensure the client’s wishes are followed. Lastly, Kirsty discussed how to manage the lifetime allowance – using the wealth or leaving it as a legacy.
After taking part in that session you should now be able to:
Presenter – Kirsty Anderson – Pension Business Development Manager
On this webinar we spoke through the 2022 Bonus Declaration in more detail, as well as covering the recent performance and EGR’s on PruFund. There was also a market update from T&IO.
On this webinar, Paul Fidell, Business Development Manager, looked at the latest Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) for the PruFund range of funds.
During this webinar Neil Macleod looked at how using standard “off the shelf ” trusts can help your client get the correct balance of access, control and tax savings to deliver the maximum amount of wealth to the next generation.