December 31st does not only mark the end of the current year for us all individually, but for many companies this date is also the end of their financial trading year. In this article, PruPotect explores how planning in the lead up to this deadline can bring tax advantages to your clients using PruProtect newly enhanced Relevant Life Policy.
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.
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