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Prudential Bonds & OEICs taxation quiz

Tax, trusts and ISA News for Financial Advisers and Paraplanners

6 Jun 2019

Prudential Bonds & OEICs taxation quiz

Register to join one of Prudential’s webinar sessions on Thursday 20 June,to help you identify new opportunities with your clients. Hosted by Graeme Robb – Senior Technical Manager. 

You'll qualify for 60 minutes structured CPD 

Last year you told Prudential you liked our interactive quizzes, so on the 20 June they have one for you. On this quiz they’ll give you a refresh on the taxation of these two popular investment types.  

Through a series of testing questions, Graeme will cover:

  • the taxation of the investor - which could be an individual, a trustee or a limited company
  • the 'internal' taxation of the fund to give that complete picture
  • the never-ending issue of the interaction between OEICs and insurance bonds

And listen out for questions on the changes to bond taxation.

Register for your chosen session here.

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