- Explain the operation of pension tax relief
- Describe the interaction of annual allowance with pension tax relief
- Identify clients who could have improved outcomes through using pension contributions.
Pension Planning at Tax Year End
About the Event
Every year, tax year end swings around as night follows day. From January to the beginning of April, M&G’s Technical Team fields an increasing amount of questions, all with a tax year end slant. April 5th is generally the deadline for making a difference to your clients’ tax bills. And given most of this year’s taxable income is already ‘in the bank’, pension contributions are the solution for many. On this session, Les Cameron, Head of Technical and Mark Devlin, Senior Technical Manager at M&G, will spend the first hour 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. Following that, we’ll hold a Q&A for around half an hour.
CPD
The event qualifies for up to 90 minutes Structured CPD accredited by CII and CISI and by the end of this session you will be able to:
OUR SPEAKERS
Les Cameron
Head of Technical, M&G
Les covers most areas of financial planning, specialising in the pensions technical arena. He joined Prudential in 1997, having held various pensions technical and management roles throughout his career. Les is a Fellow of the Personal Finance Society.
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.
M&G Wealth is a trademarked brand of the M&G plc group, which includes 3 business divisions as follows:
M&G Wealth Advice as provided by M&G Wealth Advice Limited, registered number: 5739054.
Model Portfolio Services as provided by M&G Wealth Investments LLP, registered number: 0C305442.
M&G Wealth Platform as provided by Investment Funds Direct Limited, registered number: 11444019.
Each legal entity is registered in England and Wales and has its registered address at 10 Fenchurch Avenue, London EC3M 5AG. Each legal entity is also a subsidiary of M&G plc and is authorised and regulated by the Financial Conduct Authority.
M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number: 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.
M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is 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.