Tax Year End Hub

Tax Year End Support


We've a wide range of tools, technical resource and investment
solutions available to make your tax planning job easier.

Important things to think about at Tax Year End

Watch our short videos from the M&G Technical team covering better outcomes for clients.

Key Tax tools

Explore our range of tax tools and uncover issues that could affect your clients - from tax to returns and more.

Tax Relief Modeller

Understand how pension contributions could affect your client's tax position; or calculate your client's tax position regardless of any further pension contributions.

Annual Allowance Calculator

Find out how Annual Allowance could impact your clients - whether the standard Annual Allowance or tapered annual allowance applies, as well as the amount of unused allowance and carry forward.

Bond Gain Tool

Based on the past premium and withdrawal history, the bond gain tool will allow you to model the potential gain based on full segment surrender and/or partial withdrawals.

Extracting Company Profits Tool

Find out if your client could extract profits from their business in a more tax efficient way and how.

Events

Pension Planning at Tax Year End

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.

In this event Les Cameron, Head of Technical and Mark Devlin, Senior Technical Manager at M&G will take a 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.  

Further details and registration

Common tax planning questions

Ever wondered what the most commonly asked questions by advisers are?

View our full range of tools

Ask an Expert

Submit your details and your question and one of our Account Managers will be in touch.

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