Tax Year End Support
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.
Tax Year End webinars
Did you miss our tax year end webinars? If you did, then you can watch a recording of them and other useful webinars and claim your structured CPD.
Use it, use it?
You will often hear the referee in rugby yelling "use it, use it" to the scrum half. Les Cameron, Head of Technical goes into more detail about clients various allowances and exemptions at tax year and how they can use it, use it!
Tax Relief Modeller
Understand how pension contributions could impact your clients tax position. Or use the tool to calculate their tax position regardless of any further pension contributions.
Articles
A range of topical tax planning articles and ideas for tax year end and more.
Common Tax Planning questions
Ever wondered what the most commonly asked questions by advisers are?
Read moreWhat do grapefruit and bond gains have in common?
When it comes to cuttings things in half there's usually a right way and a wrong way to do it. If you want to eat your grapefruit with a spoon then cutting across the segments is clearly the way to go.
Read moreIndividual Saving Accounts (ISAs): The Facts
The Individual Savings Account (ISA) is a tax exempt savings vehicle for UK resident investors.
Read moreTools & Calculators
Explore options and uncover issues that could affect your clients – from tax to returns and more.
Videos
Watch Prudential's technical team where they discuss planning for allowances, pensions and IHT.
Ask an expert...
Like the content, but want to know more or have a client in mind? Our Technical and Investment experts are on hand to help out. Just put in your details and type your questions in the box below and one of your Account Managers will be in touch.