Pension Planning at Tax Year End

20 Feb 25 1 min read

Each year, tax year end swings around as night follows day and the M&G Technical Team field a varied amount of questions all with a tax year end bent.  

5th April is generally the deadline for making a difference to your client's tax bills. And given most of this years taxable income is already "in the bank", pension contributions are the solution for many.

Les Cameron (Head of Technical, M&G)
Mark Devlin (Senior Technical Manager, M&G)

They look at all the rules you need to know about when it comes to pension contributions and how they change the tax your clients pay.  

up to 90 minutes (including Q&A)   I     Structured CPD accredited by CII and CISI 

Learning outcomes

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

  • Explain the operation of pension tax relief
  • Describe the interaction of annual allowance with pension tax relief
  • Identify clients who could have improved outcomes through using pension contributions

Register

10 a.m. Thursday 20th February 2025

Tech Matters

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