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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 will look 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,
Registration
19 February 2026 at 10am
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