Recorded Events

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

Navigating policy shifts: Tariffs, Market Volatility and Quarterly PruFund update 

The latest wave of tariff announcements from Trump has sent shockwaves through global markets, creating fresh uncertainty for investors and raising complex challenges for portfolio management. As volatility rises and investor sentiment shifts, staying ahead of market movements is more critical than ever. That’s why we brought together leading investment experts from M&G and across the industry for this exclusive event, designed to equip you with expert insights into investment strategies, portfolio positioning, and the broader financial landscape.

On this event, our specialists broke down what these policy shifts mean for investor behavior and reveal strategic opportunities amidst the uncertainty. Whether or not PruFund is part of your recommendations, the insights from this event are invaluable in helping you sharpen your strategy and guide your clients with confidence.

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Deconstructing the Discounted Gift Trust

Inheritance Tax continues to be a hot topic so its important to consider all available options when creating a strategy to mitigate it. Discounted Gift Trusts are a useful tool which provide the opportunity to reduce the value of an estate while providing a regular payment stream for the settlor. However, this ability to “kill two birds with one stone” leads to a trust structure that is often misunderstood and misrepresented. 

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Inheritance tax planning in a post budget world

Over the last few years the tax landscape has been tightening with the freezing of the rates bands and allowances, cuts to the dividend allowance and CGT allowance along with CGT rate increases.  It was perhaps inevitable that changes to Inheritance Tax would emerge and they did so in the last budget with changes to agricultural/business relief and plans to bring pensions into the IHT net.

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PruFund update and 2025 Bonus Declaration 

On this event, we reviewed the latest Expected Growth Rates (EGRs) and Unit Price Adjustments (UPAs) for the PruFund range of funds as well as announcing the outcomes from our annual Bonus Declaration for the With-Profits Fund and the impact of this at a product level.

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Pension Planning at Tax Year End 

Each year, tax year end swings around as night follows day and the M&G Technical Team field a varied amount of questions all with a tax year end bent.  

5th April is generally the deadline for making a difference to your client's tax bills. And given most of this years taxable income is already "in the bank", pension contributions are the solution for many.

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Bonds School

Since the 2022 Autumn Statement there’s been an increased demand for information about onshore and offshore bonds. In response to this, we’ve designed six bite-sized sessions covering the basics of bonds and some of the more technical aspects like taxation.

Each session lasted 30 minutes, followed by an open Q&A for up to 30 minutes.

In addition, our Techy Thursday event on 20 March 2025 was effectively the seventh part of Bond School. In this session we focused on the planning considerations of directly held investments vs wrapped investments, and the scenarios where bonds can help deliver better client outcomes.

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