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We champion great quality financial planning and advice. No matter what your business objectives, your investment strategy or your client base we aim to give you the flexibility to build a client-centric proposition focused on holistic financial planning.
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Inform your professional advice with our range of tools and calculators and explore options and uncover issues that could affect your clients – from tax to returns and more.
LTA Transitional Tax Free Amount
Find out if your clients could benefit from a Transitional Tax Free Amount Certificate
Lump Sum Allowance/ Lump Sum Death Benefit Allowance Modeller
You'll be able to access the allowances your clients will be using up when decumulating, as well as the tax-free lump sum remaining on death.
On-Demand Events
IHT is the longest running fiscal drag we have at present, reflected in ever rising receipts. Trusts can play a part in reducing the tax burden.
20 Jun 24 90 min watch
Since the 2022 Autumn Statement there’s been an increased demand for information about onshore and offshore bonds.
13 Feb 25 5 min read
IHT & Estate Planning
Find out how normal expenditure out of income can be a valuable inheritance tax exemption and how to plan with it on the M&G Wealth Adviser website today.
Last Updated: 6 Apr 25 9 min read
Explore two of the IHT planning options with M&G: lump sum gifting via trust planning or retaining wealth but investing in business property.
Last Updated: 6 Apr 25 10 min read
Upcoming Events
Have a look at this online webinar where the M&G Technical Team get into the uses of Discounted Gift Trusts in IHT planning.
15 May 25 3 min read
Calculators
Use the Annual Allowance calculator from M&G Wealth to find out how Annual Allowance could impact your clients, as well as the amount of unused allowance.
Use the Tax Relief modeller on the M&G Wealth website to understand how pension contributions could impact your clients' tax position.
People who have crystallised benefits under the pre April 2024 Lifetime Allowance regime will have their standard post April 2024 Lump Sum Allowance and Lump Sum and Death Benefit Allowance reduced under transitional rules.
Our Technical and Investment experts are on hand to help out. Submit your details and your question and one of your Account Managers will be in touch.
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