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Tax Year End Support

We’ve a wide range of tools, technical resources and investment solutions available to make your tax planning job easier.

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.

Everything you want to know about tax year end planning and weren't afraid to ask

On this webinar, Les Cameron, Head of Technical and Senior Technical Managers Mark Devlin and Graeme Robb, from the M&G Wealth Technical team took you through everything you need and wanted to know about tax year end planning.

Tax Relief Modeller

Understand how pension contributions could impact your clients tax position. Or use the tool to calculate their tax position regardless of any further pension contributions.

Articles

A range of topical tax planning articles and ideas for tax year end and more.

Common Tax Planning questions

Ever wondered what the most commonly asked questions by advisers are?

Read more

Individual Saving Accounts (ISAs): The Facts

The Individual Savings Account (ISA) is a tax exempt savings vehicle for UK resident investors.


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Like the content, but want to know more or have a client in mind? Our Technical and Investment experts are on hand to help out. Just put in your details and type your questions in the box below and one of your Account Managers will be in touch.

As you know we’ve been on a bit of a journey over the past few years with M&G and PruUK merging, then demerging from Prudential plc – that resulted in the launch of M&G Wealth.

Last year we rebranded Ascentric to M&G Wealth Platform and Prudential Financial Planning to M&G Wealth Advice. Our Technical Team support all our businesses, including Pru - so it makes sense they're called the M&G Wealth Technical Team.