Upcoming Events

Learn more about our upcoming events

Strategies for managing cash on a balance sheet

Wednesday 7 December, 12pm - 1pm

With today's low interest rates and high inflation, keeping money in the bank comes at a price. And as inflation is high with bank interest rates low, the spending power of cash kept in the bank falls further and further.

Graeme Robb, Senior Technical Manager, M&G Wealth, joins the Institute Chartered Accountants England and Wales (ICAEW). They'll cover the overreaching concerns of directors with regard to surplus cash, the potential impact on Inheritance Tax (IHT) & Capital Gains Tax (CGT), Insurance Bond & Open-Ended Investment Company solutions and also Accounting and taxation issues.

Big Fat Quiz of the Year

Thursday 15 December, 10am - 11:30am

Every year our technical team answer lots of questions from Advisers and Paraplanners alike. An annual fixture in our webex programme for several years now, this is a chance for Les Cameron, Head of Technical, M&G Wealth, to turn the tables and ask the questions for a change in his Big Fat Quiz of the Year. Do you know where we are after a final quarter of the year with some "political volatility"? Got your head around Trust Registration Service (TRS) exemptions? What exactly is a vested interest?

Why not join in and test your knowledge on some of the key things the team have been talking about this year and test your knowledge on all those things your peers have been asking? As usual there will be plenty time at the end to fire your questions back in Les' direction.

By the end of the session you will be able to:

Describe the key technical issues being encountered by UK Financial Planners

This session qualifies for up to 90 minutes CPD accredited by CII and CISI.

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. 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 Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. 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.