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10 Jul 2020
Understanding the Seven Steps required to calculate a client’s income tax liability
A look through how the personal allowance trap works, and how pension contributions can generate high rates of effective tax relief. As well as looking at intergenerational planning to alleviate IHT issues to assist those in this trap.
ARTICLE by The Technical Team
Information on how pensions can be used to mitigate child benefit and personal allowance tax traps as well as mitigate tax on bond and CGT gains.
Client facing video that describes how PruFund works.