How are you feeling about this year’s tax year end?

Whether you’re already deep in the detail or still getting your head around everything that’s changed or going to change, one thing’s certain: there’s plenty to think about.

From pension allowances and ISA planning to the upcoming changes to Business Relief and Agricultural Relief, the list of considerations for clients seems longer than ever. And that’s before we get to CGT, investment bonds, salary sacrifice, and all those tax traps lurking around child benefit and personal allowances.

We were joined by M&G’s Mark Devlin for a practical run-through of everything paraplanners should be considering in the lead-up to tax year end.

It wasn’t isn’t about theory. It was about making sure you’re thinking about the right things for the right clients at the right time.

During this Assembly we covered:

• making sure the right allowances are being used for clients across pensions, investments and IHT
• what you need to think about for small business clients
• Bed & ISA opportunities
• investment bonds, including whether it’s time to turn offshore bonds onshore
• CGT considerations and rebalancing
• the April 2026 changes to Business Relief and Agricultural Relief
• moving unwrapped investments
• tax traps around child benefit, personal allowance and childcare allowance
• salary and bonus sacrifice

Watch and you'll gain a clearer picture of what to prioritise before April, practical prompts to check you’re not missing anything for your clients, and the confidence that comes from knowing you’ve thought it all through.

Sound useful? Catch up now.

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Watch the replay at Crowdcast (with chat)

M&G Tax Year End hub

M&G tools and calculators

Visit 'Tune up your tax year end to-do list' event page

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