Tax Year End is a time where many routine planning jobs will be considered, making use of the Capital Gains Tax (CGT) exemption, making your ISA contributions and possibly getting your portfolio in the best shape for the coming tax year.

For many years this may have become almost business as usual. But given the changes to dividend and CGT in the Autumn Statement, it’s perhaps a tax year to pause for thought.

On this event Les Cameron, Head of Technical at M&G Wealth, looked at the current tax landscape and what it means for those holding investments directly. He also looked at our new Tax Wrapper Comparison Tool and how it can help you with your analysis.

Les was also joined by Cat McInally, Investment Business Development Manager, who brought the attendees up to date with our current insurance bond offerings and how our investment solutions can help you deliver good client outcomes.