15th March 2016

Prudential: Planning matters - preserving wealth through the generations

These seminars are designed to support you with your client lifestyle planning meetings and conversations. Particularly, around bloodline and succession planning, whilst not forgetting immediate planning needs also have to be met.

During the seminars, we'll cover 'post budget' tax planning, bringing to life family case studies and solutions as well as providing materials and ideas to help you engage further with your clients. As we work through the case studies we’ll explore the UK tax landscape for 2016/17 and the impact of any changes in the budget on retirement, tax and legacy planning.

We'll also be touching on buying behaviour and how this can be used to help identify advice opportunities. 

By the end of the seminar attendees will have a better understanding of:

• How buying behaviour can used to improve the relevance of your proposition to clients

• How advice opportunities can be identified post budget

• Bloodline planning using a number of financial planning mechanisms

• The legislative and tax changes for 2016/17

• At retirement, tax and pension planning considerations in the new world

CPD

These seminars are being held nationwide across 21 venues and will each last approximately 2 hours long. Each seminar will qualify for 120 minutes CPD, accredited by both the CII and CISI. 

Don’t miss out, book your place now 

Spaces for this event are limited and are on a first come first served basis. To avoid disappointment please book your place now.

Business Development, CPD, Partner Events