With lots of changes to tax allowances and other regulations over the last year, Paul Squirrell takes a high-level look at some of the main considerations for financial planners as we approach the tax year end, while Jon Hale shares some practical tips for managing client accounts, including:
- Using ISA allowances in uncertain times
- Tax planning using Bed and ISA
- Tax efficient fee funding
There's still time to join the remaining sessions in M&G's Trusts School series. Build confidence in trust planning conversations with practical guidance, technical insights and CII-accredited structured CPD. The series runs until 16 July 2026.
Join Session 3 of our Trusts School series to explore key trust types, when to use them, and the pitfalls advisers need to watch for.
Insights from our latest Adviser Pulse Survey show how firms are navigating higher volatility through resilient portfolios, broader diversification, and greater focus on tax and estate planning advice.
Not yet registered?
Please complete this form to join our community