29th June 2023

M&G Wealth: Paraplanners Assembly 2023: Do tax wrappers go to heaven?

During the event we explore 

• how tax works;
• how money is distributed;
• who needs to do what to get the money; and
• where it needs to go.

We consider a whole variety of taxes – including income tax, inheritance tax and capital gains tax – as well as administrative issues such as probate.

And we point out essential planning tips for paraplanners as we go.

In particular

• we look at pensions and the impact of pension freedoms and recent budget changes;
• tackle what happens to ISAs – including the fact they are not inherited (even though a lot of people think they are);
• consider general investment accounts;
• explore bonds that are held by a client and who’s liable for the tax; and
• delve into tax liabilities for investment bonds held in trusts.

Find out more

Tax, Trust & ISA, Paraplanning