Happy New Tax Year End
13 January 2025
Ove the next ten weeks, we’ll be sending out a tax year end themed (short and snappy!) video or a tax year end planning question and answer.
We start with a tax year end planning Q&A to ease you into the new year, let’s start with an easy(ish) one featuring the hot topic of Inheritance Tax (IHT) planning.
“Sue has been generous over the last year and wants to know what gifts are exempt from IHT. Can you let her know what is potentially exempt?”
See more and answer here.
Pension Planning at Tax Year End event
5th April is generally the deadline for making a difference to your client's tax bills. And given most of this year’s taxable income is already "in the bank", pension contributions are the solution for many.On this event Les Cameron, Head of Technical and Mark Devlin, Senior Technical Manager at M&G will take a 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.
Sign up here - Home | Pension Planning at Tax Year End
You can also have a browse at our Tax Year End hub, where we’ve a host of helpful tools, calculators, articles and videos.
