Industry news and views from Panacea and our partners.
M&G Wealth
M&G Wealth: Why considering MPS and PruFund can make sense
The M&G MPS and PruFund share the same investment process and core views, but due to differences in the product features, the investment outcomes can be very different each year. In this article, we look at past returns and how the two offerings can be complimentary.
M&G wealth: Who’s liable – Individuals, Estates & Trusts
03/03 at 1-2pm. In this session we’ll look at how to determine who’s liable – is it individuals, personal representatives, estate beneficiary, trust settlor, trustee, or trust beneficiary? We’ll also be discussing the use of assignments to transfer the liability to another person.
M&G: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and there’s also a customer-friendly version to share directly with your clients.
M&G: Tax Year End Planning
This week they’ve got a video for you highlighting when investments trigger a need to self-assess or to contact HMRC to pay tax. Very topical of course - with regard to 2023/24, the deadline for submitting an online return and paying the tax owed is midnight 31 January 2025.
M&G Tax Year End Planning
This week is a question and answer regarding Capital Gains Tax (CGT). It’s a tricky one as it features a concept not familiar to many. That concept is ‘beneficial ordering’ and needs some explaining.
M&G Tax Year End Planning
M&G’s Technical Team is here to help with you with your Tax Year End planning, we've a wide range of tools, technical resource and investment solutions available to make your tax planning job easier. Over the coming weeks on the run up to Tax Year End, we’ll be issuing out a TYE themed video or TYE planning questions and question.
M&G: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and there’s also a customer-friendly version to share directly with your clients.
M&G: Pension Planning at Tax Year End
20 Feb - Les Cameron (Head of Technical, M&G) and Mark Devlin (Senior Technical Manager, M&G) look at all the rules you need to know about when it comes to pension contributions and how they change the tax your clients pay.
M&G: Price and Value in a Consumer Duty World
Whilst the rest of Consumer Duty shouldn’t be underestimated, the price and value outcome is, in my view, the hardest for all firms to get right.
M&G: Normal expenditure out of income exemption
Some would say that the normal expenditure out of income exemption is the most generous of the Inheritance Tax (IHT) exemptions - it's unlimited. This video looks at how it works and also how you might use it to start making inroads in your client's IHT liabilities.
M&G: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and there’s also a customer-friendly version to share directly with your clients.
M&G: Multi-Asset Solutions January Quarterly Update
29/01 at 10am. This event will cover best practices for building a central investment proposition, the market outlook for 2025 and recent performance of the M&G Model Portfolio Service and Prudential Risk Managed Funds.
M&G: Weekly market commentary
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and there’s also a customer-friendly version to share directly with your clients.
M&G: Expanding our Passive and Hybrid MPS Ranges
We are adding an additional risk profile to the Passive and Hybrid MPS ranges on Friday 17 January 2025. This will give you and your customers a broader range of choices, helping the M&G MPS cater to a wider range of needs. There are no changes to our Global ESG Themes models.
M&G Wealth: Pensions, death and tax
10am - 23 Jan 25. In this session, Les Cameron (Head of Technical, M&G) takes a walk through the pension death benefit landscape – where we've been, where we are right now, and what the future may hold.
M&G Wealth: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and there’s also a customer-friendly version to share directly with your clients.
M&G Wealth: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and there’s also a customer-friendly version to share directly with your clients.
M&G Wealth: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and there’s also a customer-friendly version to share directly with your clients.
M&G Wealth: Les Cameron’s Big Fat Quiz of the Year
12 Dec 2024. Every year, M&G’s Technical Team answer thousands of questions from advisers and paraplanners across the full financial planning spectrum.
M&G Wealth: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and there’s also a customer-friendly version to share directly with your clients.
M&G Wealth: M&G Wealth: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and there’s also a customer-friendly version to share directly with your clients.
M&G Wealth: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and there’s also a customer-friendly version to share directly with your clients.
M&G Wealth: Weekly market commentary - available now
The weekly market commentary from the investment experts at M&G Treasury & Investment office is now available for you to read and there’s also a customer-friendly version to share directly with your clients.
M&G Wealth: What does a US interest rate cut mean for investors?
The Federal Reserve has kicked off a new era of interest rate cuts, signalling its confidence that the inflation fight is largely over. The central bank is now focusing on supporting the US labour market by reducing rates to a less restrictive level.
M&G Wealth: Weekly market commentary
Look at the latest developments in investment markets with the weekly investment commentary from the M&G Treasury and Investment Office.
M&G Wealth: Multi-Asset Solutions October Quarterly Update
On this event, Michael Stiasny, Director of Equities for M&G Investments provided an outlook for UK equities.
M&G Wealth: Weekly market commentary
Look at the latest developments in investment markets with the weekly investment commentary from the M&G Treasury and Investment Office.
M&G Wealth: Autumn Budget 2024
Thursday 31 October - 10am. M&G Wealth’s award-winning Technical Team will take the pain out of working out what the Budget means for you and your clients, analysing all the details issued on the day to work out what the impact will be on financial planning.
M&G Wealth: Politics, pain and planning
Thursday 17 October - 10am. With just under two weeks until Rachel Reeves reveals all, M&G Wealth will be talking about the speculation, the politics of what may or may not happen, and most importantly, the practicalities of financial planning.
M&G Wealth: 'Weekly Market commentary
Look at the latest developments in investment markets with the weekly investment commentary from the M&G Treasury and Investment Office.