On demand events

2025/26 Tax Year End

Learning outcomes

  • Describe the main tax exemptions for a client to use by tax year end.
  • Identify when clients may want to bring forward or push back using tax exemptions,

To claim your CPD certificate, test your knowledge with the questions below.

Write down your answers to each of the following questions and check your answers when you click to claim your CPD certificate on the link below

1.     True or False, you can use the £3,000 Annual IHT exemption and the £250 small gift exemption to give an indicvidual £3,250 in a tax year?

A.     True

B.     False

 

2.      A self employed individual with £20,000 of earnings who first joined a pension scheme 2 years ago can contribute how much to a penson this year?

A.      £0

B.     £20,000

C.     £60,000

D.     £120,000

 

3.    When savings rates increase on 6 April 2027 the onshore bond tax credit will be?

A.     0%

B.     20%

C.     22% 

D.     42%

1.     True or False, you can use the £3,000 Annual IHT exemption and the £250 small gift exemption to give an indicvidual £3,250 in a tax year?

A.     True

B.     False

 

2.      A self employed individual with £20,000 of earnings who first joined a pension scheme 2 years ago can contribute how much to a penson this year?

A.      £0

B.     £20,000

C.     £60,000

D.     £120,000

 

3.    When savings rates increase on 6 April 2027 the onshore bond tax credit will be?

A.     0%

B.     20%

C.     22%

D.     42%

Before collecting your certificate, please take a moment to provide us feedback on this session, please email prudential.distribution.team@prudential.co.uk

Complete the form below and we’ll email your CPD confirmation to you. Please use the email address that you would usually use when contacting us.

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