Tax year end prep. We’re here to help.
26 January 2024
A new tax year is on the horizon.
We’ve pulled together all of the support from our technical experts to help you, help your clients identify their allowances and provide them with the best possible outcomes. We've got a wide range of tools, technical resources and investment solutions available to make your planning job easier.Visit our tax year end support hub for handy tools and tips.
Top ten things to think about at Tax Year End
Watch our short videos from the M&G Wealth Technical team covering better outcomes for clients.
Common tax planning questions
Ever wondered what the most commonly asked questions by advisers are? Find out what they are here.
Tools and calculators?
Explore our range of tax tools and uncover issues that could affect your clients – from tax to returns and more.
View full range of tools here.
Everything you ever wanted to know about tax year end event
Every January, Tax Year End comes around like clockwork. And at the same time, the M&G Wealth Technical Team start to receive a myriad of questions with a specific tax year end slant…How does pension tax relief interact with the annual allowance? Who need to self? How does the annual exemption for Inheritance Tax (IHT) (IHT) work? Cn you help me understand more about bed and breakfasting?
On this event, Les Cameron, Head of Technical at M&G Wealth, answered all of these questions and more – covering everything you need to understand and be aware of to ger yourself through tax year end.
View recording here.
Speak to your Account Manager if you need more information – we’re always happy to help.
