2025/2026 Tax Year End

5 April – tax year end. In general terms, the deadline for making a difference to your clients’ tax bills, but also the perfect opportunity to demonstrate to these clients the value of financial advice. 

From the start of the year right up to 5 April, M&G’s Technical Team field an increasing number of tax year-end planning questions. So in this session, Senior Technical Manager Mark Devlin will run through the most common questions advisers are asking, as well as taking a closer look at the various allowances and exemptions.  

The event qualifies for up to 90 minutes of Structured CPD accredited by CII. By the end of the session you will be able to:

• Describe the main tax exemptions for a client to use by tax year end
• Identify when clients may want to bring forward or push back using tax exemptions.

Mark Devlin  
Senior Technical Manager, M&G

Mark has worked in the industry since 1998. He has held a variety of roles in financial planning telephony queries, mortgage packaging, sales support, para planner, IFA and Business Assurance assessor and manager.   

"Prudential" is a trading name of Prudential Distribution Limited. Prudential Distribution Limited is registered in Scotland. Registered Office at 5 Central Way, Kildean Business Park, Stirling, FK8 1FT. Registered number SC212640. Authorised and regulated by the Financial Conduct Authority. Prudential Distribution Limited is part of the same corporate group as the Prudential Assurance Company Limited. The Prudential Assurance Company Limited and Prudential Distribution Limited are direct/indirect subsidiaries of M&G plc which is a holding company registered in England and Wales with registered number 11444019 and registered office at 10 Fenchurch Avenue, London EC3M 5AG, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority. These companies are not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.