Latest News

  • Home /
  • Latest News

Prudential - The year of 2.5 budgets

28 October 2021
The Chancellor has delivered his Autumn Budget. 

Along with the Spring Budget and the 'mini budget' of the dividend tax and National Insurance increases, a precursor to the social care levy, we now know what the next little while looks like for the financial planner.
 

I was starting to get flashbacks to the 2014 Budget when there was nothing much of interest right up until the last minute or two. 

Was something big about to happen? Capital Gains Tax (CGT), Inheritance Tax (IHT) and pension tax relief hadn't been mentioned. 

He finished off with the changes to universal credit, welcome news for the lower earners. But nothing to worry the planner. 

So, as is often the case, for the things that affect the planner, it's to the 'Big Red Book' and other associated documents we go. 

There's not a lot, but there's some things you need to know about as always. 

Read our analysis here 
 

16 August 2022

Uncovering Emerging Market Debt: an M&G Investments webcast series


16 August 2022

Prudential: Consumer Duty - Support


5 August 2022

Prudential - PruFund Growth Investment Update


27 July 2022

Invesco - Digital payments: dethroning cash as king


19 July 2022

Invesco - 2022 mid-year investment outlook


14 July 2022

Invesco - Valuation Opportunities


11 July 2022

Invesco - Investment Intelligence Seminars


28 June 2022

Mitigo - Are you resilient to a ransomware attack?


10 June 2022

Aegon - Financial Wellbeing Week 13-16 June 2022


9 June 2022

Prudential - The 2022 Family Wealth Unlocked Report


19 May 2022

M&G - Introducing our new sustainable bond fund


17 May 2022

Aegon - Thinking Ahead: Duty calls for advisers


14 April 2022

Invesco - Could you be rewarded for exploring the untapped potential of fixed income?


24 March 2022

Prudential - Spring Statement Update


14 March 2022

Invesco - Making sense of UK ESG regulation


2 March 2022

Blackfinch - Russia-Ukraine Conflict


1 March 2022

Mitigo - Cybersecurity actions for 2022


18 February 2022

Invesco - Finding our perfect match in unloved stocks


17 February 2022

Prudential - Trust and Inheritance Tax (IHT) modeller launch


7 February 2022

Prudential - Smooth Operator: can smoothed funds support effective client outcomes within income drawdown?


28 January 2022

Prudential - Tax year end prep. We’re here to help.


25 January 2022

Blackfinch: Webinar: EIS and VCT Tax Year End Planning


20 January 2022

Don’t give up on earnings in 2022


20 January 2022

Prudential - Retirement planning: can smoothed funds offer a PROD in the right direction?


14 January 2022

Prudential - Everything you want to know about tax year end planning and weren't afraid to ask


16 December 2021

Invesco - Investment Intelligence Seminars 2021 - On demand


14 December 2021

Invesco - 2022 investment outlooks


10 December 2021

Prudential: Case study 3 - Funding for decumulation


8 December 2021

intelliflo - Uncovering the advice gap; the Advice Map of Britain


29 November 2021

Just WIN, WIN, WIN... Thank you


26 November 2021

Blackfinch Energy acquires largest solar farm to date


26 November 2021

ESG at Invesco


26 November 2021

Prudential - International Portfolio Bond – helping your clients help the planet


16 November 2021

Octopus On Film - Diversity and inclusion


3 November 2021

What investors want: Our research on client perceptions of ESG investing


3 November 2021

Mitigo - Why cyber risk management is not the same as IT support


28 October 2021

intelliflo - Why you shouldn’t discount technology for older clients


28 October 2021

Prudential - The year of 2.5 budgets


25 October 2021

Invesco - Small steps to a better future


15 October 2021

Prudential - ISA Case study 1 – Managing volatility with cash


14 October 2021

Prudential On Film - ESG


12 October 2021

intelliflo - How technology will impact the future of paraplanning and advice


11 October 2021

Just: Winners of Just Group vulnerable customer awards announced


11 October 2021

Prudential: ESG Policy for the Risk Managed Passive and Risk Managed Active fund ranges


7 October 2021

Aegon - Thinking ahead: Social care funding and intergenerational advice


13 September 2021

Invesco - Investment Intelligence Seminars 2021 – register now


8 September 2021

Blackfinch Renewable European Income Trust September 2021


7 September 2021

intelliflo - Five benefits of a client portal


7 September 2021

Prudential - Our 'Future-proofing Fridays' seminars are coming to you virtually


6 September 2021

Prudential - New PruFund Support


26 August 2021

PruFund range of funds - EGR and UPR announcement


26 August 2021

intelliflo - The power of deep integrations


25 August 2021

PruFund Planet - Support for your ESG client conversations


23 August 2021

Prudential - PruFund Planet - How are the funds managed?


20 August 2021

Prudential - Download the app for automatic daily valuations through intelliflo