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Tune up your tax year end to-do list

28 Jan 26 60 min watch

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.

Mark Devlin (Senior Technical Manager, M&G Wealth)

60 minute video (approximately)     I     Structured CPD accredited by CII and CISI 

Learning outcomes

By the end of this session, you will be able to:

  • Identify the appropriate allowances to use for clients at tax year end across pensions, investments and IHT.
  • Optimise client tax-efficiency across a range of planning opportunities.
  • Describe the key tax traps and upcoming legislative changes to factor into tax year end planning.
  • Describe the April 2026 changes to Business Relief and Agricultural Relief.
  • Outline effective planning strategies for small business owners and evaluate investments structures and bond strategies.

Claiming your CPD

A. What is the annual exempt amount for IHT gifts?

  1. £1,000
  2. £3,000
  3. £6,000

B. What is the income threshold for the Personal Allowance to be reduced?

  1. £50,000
  2. £60,000
  3. £100,000

C. What's the maximum contribution an employer can make for an employee earning £50,000?

  1. £50,000
  2. £60,000
  3. Unlimited

A. What is the annual exempt amount for IHT gifts?

  1. £1,000
  2. £3,000
  3. £6,000

B. What is the income threshold for the Personal Allowance to be reduced?

  1. £50,000
  2. £60,000
  3. £100,000

C. What's the maximum contribution an employer can make for an employee earning £50,000?

  1. £50,000
  2. £60,000
  3. Unlimited

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.

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M&G Wealth is a trademarked brand of the M&G plc group which encompasses M&G Wealth Advice Limited, M&G Wealth Investments LLP and Investment Funds Direct Limited. The legal entities under the M&G Wealth brand also work alongside The Prudential Assurance Company Limited, Prudential International Assurance plc and Prudential Distribution Limited in relation to the provision of certain products and services. To understand more about our businesses and brands, you can view the corporate and regulatory information for the aforementioned legal entities.