Tax Planning Support

As part of Prudential commitment to adviser support and development they have a range of educational content bought to you here. If you select from the options below you gain access to:

  • learning content
  • on line assessment
  • and CPD certificates

You can get structured CPD minutes accredited by the Personal Finance Society member CPD scheme and the Chartered Insurance Institute through learning content on Prudential Oracle, in video box sets, through webinars and more.

Corporate Investing Video Boxset
Corporate Investing Video Boxset
What you need to know about Corporate Investment and the tax implications.
Find out more
Oracle April 2019
Oracle April 2019
This edition focuses on investing and due diligence.
Find out more
Inheritance Tax CPD Compilation
Inheritance Tax CPD Compilation
If you’re advising clients with a potential Inheritance Tax (IHT) liability and recommending lifetime gifts, it’s important to understand how they’re classified for IHT purposes, how they interact with each other and if any relief will apply on death. If you need a quick reminder of these areas, please read the following articles
Find out more
Annual Allowance CPD Compilation
Annual Allowance CPD Compilation
With the end of 2018/2019 tax year looming, have your clients maximised their pensions savings? If you need a quick reminder of how the tax relief and Annual Allowance rules work, then read these two articles.
Find out more