3rd February 2025

M&G Tax Year End Planning

M&G’s Technical Team is here to help with you with your Tax Year End planning, we've a wide range of tools, technical resource and investment solutions available to make your tax planning job easier. Over the coming weeks on the run up to Tax Year End, we’ll be issuing out a TYE themed video or TYE planning questions and question.

This week is a question and answer regarding Capital Gains Tax (CGT). It’s a tricky one as it features a concept not familiar to many. That concept is ‘beneficial ordering’ and needs some explaining. 

Read explanation and answer question - Tax Year End Thursday Treats | M&G Wealth Adviser

Please note, M&G are also running a Technical Event on 20 February, where Mark Devlin, Senior Technical Manager and Les Cameron, Head of Technical Team will be pondering pension planning opportunities. In the session,  they’ll spend the time looking at all the rules you need to understand when it comes to pension contributions and more importantly, the impact they can have on how much tax your clients pay. 

Sign up here - Home | Pension Planning at Tax Year End

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