Important things to think about at Tax Year End – Part 1

30 January 2023

The M&G (ex Prudential) technical team have put together a series of videos to help adviser and paraplanners with their end of year tax planning, covering better outcomes for client.

Here are the first 5 in the series:

Annual Allowance – use it or lose it

Extracting Company Profits

• The normal expenditure out of income exemption

• Normal expenditure out of income exemption case study

• Who’s retiring soon?

 

 

 

Professional Paraplanner