Tax year-end planning 2025

In this IIL financial planning webinar, Mark Devlin looks at pension funding for those pre, approaching and in retirement. For those with one eye on the frozen Inheritance Tax (IHT) allowances, Mark looks at the main IHT exemptions.

Learning objectives

• Describe the operation of pension tax relief
• Identify individuals who can benefit from higher than marginal rate tax relief
• Describe the operation of the main IHT exemptions

Speaker(s)

• Mark Devlin FPFS, Senior Technical Manager, M&G Wealth