On-Demand Events
2025/26 Tax Year End
19 Feb 26 1 min read
5 April – tax year end. In general terms, the deadline for making a difference to your clients’ tax bills, but also the perfect opportunity to demonstrate to these clients the value of financial advice.
From the start of the year right up to 5 April, M&G’s Technical Team field an increasing number of tax year-end planning questions. So in this session, Senior Technical Manager Mark Devlin will run through the most common questions advisers are asking, as well as taking a closer look at the various allowances and exemptions.
Mark Devlin (Senior Technical Manager, M&G Wealth)
Mark looks at the common tax year end questions and go through the allowances and exemptions that can be used.
60 minutes of presentation andup to 30 minutes of Q&A (approximately)
Structured CPD accredited by the CII.
Learning outcomes
By the end of this session, you will be able to:
- 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,
Claiming your CPD
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. £20,000
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. £20,000
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.
Tech Matters
Ask an expert
Submit your details and your question and one of your Account Managers will be in touch.
