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Prudential - Upcoming CPD webinars

3 July 2020
As part of our adviser support programme, I've got three technical CPD webinars planned for the coming weeks.

Top 10 things to know about Lifetime Allowance

Thursday 2 July - 10am

The Lifetime Allowance (LTA) has been with us since 2006 but only in recent years have we found it becoming a frequent source of queries. From death to divorce and protection to planning, and a few points in between. I will take you through ten key points of LTA knowledge.

By the end of the webinar you'll have an understanding of:
  • Operations of the pensions lifetime allowance
  • Common areas of misunderstanding of the lifetime allowance
Gain 60 minutes structured CPD

Register for 10am session  →

The tax treatment of discretionary trusts

Thursday 16 July - 10am

In 2006 changes to the relevant property regime seen the demise on interest in possession trusts for lifetime gifting and the rise in the use of discretionary trusts. Do you get confused by the fourteen year rule or the order of gifting? Get your periodic charges in a pickle? If so, this is the one for you.

On this webinar, Neil MacLeod, Technical Specialist, will look at the various tax aspects of discretionary trusts.

By the end of the webinar you'll have an understanding of:
  • Inheritance Tax
  • Income tax, and
  • Capital gains tax treatment of discretionary trusts
Gain 60 minutes structured CPD

Register for 10am session  →

What to do about the company bank account?

Thursday 30 July - 10am

In last month's Bond Withdrawal webinar, many of the attendees asked for further information on investing corporate money. This webinar will have Graeme Robb, Senior Technical Manager, who will take you through the key tax and planning considerations when Investing Corporate money. We'll also have Cat McInally, Investment Business Development Manager look at how our fund solutions fit in with corporate investments.

By the end of the webinar you'll have an understanding of:
  • Key considerations when dealing with corporate investments
  • Taxation of corporate investments
  • Tax impacts on individuals where their company makes investment
  • Ways Prudential's fund solutions can assist with corporate investments
Gain 60 minutes structured CPD

Register for 10am session  →

If you've any thoughts on what we might cover in future then by all means drop me a line and we'll see what's popular.



This is just for UK advisers - it's not for use with clients.

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