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Prudential – Minimising Tax and Maximising Tax Wrappers WebEx

Tax Webex for Financial Advisers and Paraplanners

29 Jan 2016

Register to join our WebEx on 4th February 2016 to help you identify new financial opportunities with your clients.

Prudential – Minimising Tax and Maximising Tax Wrappers WebEx

Register to join our WebEx on 4th February 2016 to help you identify new financial opportunities with your clients.

We start the WebEx with a special guest speaker Michael Ossei, Head of Adviser Marketing from Unbiased, he will take 10 minutes to look at the key details of the Tax Action Campaign.

As we move deeper into the Tax YEAR End, our Prudential speakers will cover the following:

  • Pensions versus ISAs – looking at tax relief, death benefits and contribution limits
  • A look at the ISA market. What cash rates are available? A demonstration that more people have started to use ISAs for income
  • What happened in the markets last years and how this has impacted fund values.

There are three sessions throughout the day – 9am, 11am and 1pm and you can register for any of these.

Furthermore, we are also running a special one off Annual Allowance Masterclass session at 3pm for anyone who wishes to brush up, this will cover:

  • Understanding Annual Allowance and Pension Tax Relief
  • Understand tapered Annual Allowance for 2016/17
  • Understand Annual Allowance planning considerations.

You can register for any of the sessions below.

http://www.pruadviser.co.uk/content/knowledge/oracle_live/

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