Important things to think about at Tax Year End – Part 2

7 February 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 we present the second series of 6 videos:

• Crystallising gains up to the Annual Exempt Amount

• How much can I pay into my pensions?

• Who has to self-assess?

• Higher than marginal rate tax relief

Inheritance Tax and small gift exemption

ISA allowances

Professional Paraplanner