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Tax Planning

Help your clients identify their allowances and provide them with the best possible outcomes. We've a wide range of tools, technical resources and investment solutions available to make your planning job easier.

Articles

A range of topical tax planning articles and ideas for tax year end and more.

Annual Allowance - tax year resolutions

Some studies suggest that less than 25% of people follow through their new year's resolutions, but what about tax year resolutions? For Financial Advisers the end of the tax year is often the most stressful period of the year.

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Individual Savings Accounts (ISAs): Planning Ideas

Help your clients make the most of their individual savings accounts (ISAs).

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Tools & Calculators

Explore options and uncover issues that could affect your clients – from tax to returns and more.

Webinars & Videos

Hear from Prudential's Technical Team and other subject matter experts around planning for allowances, pensions, IHT and risk and return.

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Tax sometimes is taxing, but there's welcome 'reliefs'

This webinar covers what you need to know for pension tax year end planning for members, third parties and employees.

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CGT and IHT at tax year end

How the Inheritance Tax (IHT) gifting exemptions are applied to gifts during the tax year end and considerations when using them. And more about calculating capital gains and planning around the Annual Exempt amount.

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Sequencing of Risk Return

Look at examples of income taken, the order of returns and the possible impact on the future value of the fund.

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Get your tax year end AA ready - Pension Annual Allowance that is

Explore the key features of tax year end pension Annual Allowance planning; the best way to identify pension input amounts, the impact of Money Purchase Annual Allowance & Tapered Annual Allowance.  

Retirement Account

A Flexible Personal Pension which allows your client to save through single or regular payments, transfer from another pension and take income flexibly.

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