Techy Tax Planning Tools

Across February and March the M&G Wealth Technical Team hosted a series of sessions, providing insight into the use and benefit of their wide range of helpful tools and resources – session one was about the Extracting Profits and Annual Allowance tools; Tax Relief Modeller and Bond Gain Tool were covered in session two and in the final session they talked through the Retirement Modeller and Lifetime Allowance Transitional Tax Free Amount tool.

All recordings are available within the drop-downs below along with a copy of the slides.