Mark Devlin joined host Richard Allum for a practical run through of everything paraplanners needed to consider ahead of tax year end.
The session covered using the right client allowances across pensions, investments and IHT, planning for small business clients, Bed & ISA opportunities, bond planning (including whether to turn offshore bonds onshore), CGT and rebalancing, the April 2026 Business and Agricultural Relief changes, moving unwrapped investments, key tax traps around child benefit, personal allowance and childcare allowance, plus salary and bonus sacrifice.
Learning outcomes
By the end of this session, you will be able to:
Claiming your CPD
A. What is the annual exempt amount for IHT gifts?
- £1,000
- £3,000
- £6,000
B. What is the income threshold for the Personal Allowance to be reduced?
- £50,000
- £60,000
- £100,000
C. What's the maximum contribution an employer can make for an employee earning £50,000?
- £50,000
- £60,000
- Unlimited
A. What is the annual exempt amount for IHT gifts?
- £1,000
- £3,000
- £6,000
B. What is the income threshold for the Personal Allowance to be reduced?
- £50,000
- £60,000
- £100,000
C. What's the maximum contribution an employer can make for an employee earning £50,000?
- £50,000
- £60,000
- Unlimited
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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