Watch our short videos from the M&G Technical team covering better outcomes for clients.
Explore our range of tax tools and uncover issues that could affect your clients - from tax to returns and more.
Understand how pension contributions could affect your client's tax position; or calculate your client's tax position regardless of any further pension contributions.
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.
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.
Find out if your client could extract profits from their business in a more tax efficient way and how.
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.
Visit PruAdviser which hosts a range of topical tax planning and support articles and ideas for tax year end and more.
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