28th January 2016
Prudential: January 2016 edition of Oracle - Tax Year End planning
Hello. Welcome to the January edition of Oracle.
In this edition of Oracle we take a look at the Tax Year End opportunities. However, gone are the days where Tax Year End planning used to be about using unused allowances as Mark discusses in his article 'Is there such thing as a simple Tax Year End anymore?'
Needless to say with the changes that came about in 2015 and those proposed for 2016 your clients' needs may have changed. Graeme Ballantyne encourages you to utilise the data you have in your back office system to demonstrate your relevance to your clients and make the most from your client bank in his article 'Maximising opportunities from my client bank'.
Finally, we fully support you in helping you achieve your learning goals. That is why last year we delivered a minimum of 120 hours of structured CPD. This year will be no exception and on top of our existing programmes we plan to provide you with even more.
As always we welcome feedback from you. If you would like to get in contact with us about this edition or future editions please email: Oracle.Editor@prudential.co.uk
We thank you for your continued support.
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