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M&G Wealth

Majority of advisers unsure on upcoming LTA changes

Your profession

Majority of advisers unsure on upcoming LTA changes

The abolition of the lifetime allowance will take effect on 6 April

clock 15 February 2024 • 1 min read
LTA abolition brings advisers 'tax year-end with a twist'

Pensions

LTA abolition brings advisers 'tax year-end with a twist'

Lifetime allowance will be removed from 6 April

clock 05 February 2024 • 7 min read
PA360: Driving down cost does not demonstrate value

Tax planning

PA360: Driving down cost does not demonstrate value

Proper alignment of tax wrappers lauded as an example of value

clock 28 April 2023 • 2 min read
Advisers desire exit in five years but admit readiness issues

Your Business

Advisers desire exit in five years but admit readiness issues

M&G poll reveals half of adviser business owners want out in five years

clock 27 April 2023 • 3 min read
M&G Wealth adds CGT planning software to its platform

Tax Planning

M&G Wealth adds CGT planning software to its platform

Advisers can conduct complex calculations for clients

clock 28 March 2023 • 1 min read
Spring Budget 23: Annual allowance rise 'exciting' for advice

Pensions

Spring Budget 23: Annual allowance rise 'exciting' for advice

Chancellor increased AA to £60,000 in Spring Budget speech

clock 15 March 2023 • 5 min read
Why 20% isn't 20%: Exploring taxation of investment bond gains

Tax planning

Why 20% isn't 20%: Exploring taxation of investment bond gains

Consider both investment internal taxation and investor's tax

clock 06 March 2023 • 5 min read
Sandringham Financial Partners adds iPipeline to tech proposition

Protection

Sandringham Financial Partners adds iPipeline to tech proposition

Integration hopes to increase aware of protection shortfalls

clock 03 March 2023 • 1 min read
What advisers need to know: Trust and trustees' tax position

Tax planning

What advisers need to know: Trust and trustees' tax position

What does the Autumn Statement mean for trustees?

clock 23 January 2023 • 6 min read
What advisers need to know: Achieving balance with bonds

Tax planning

What advisers need to know: Achieving balance with bonds

‘Tax tails shouldn’t wag the investment dog, but consider the kennel’

clock 17 January 2023 • 4 min read
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