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Year end tax and financial planning for legal professionals
Practising what you preach: putting your house in order
Location: Reading
Start Date: 05/02/2019
End Date: 05/02/2019
Industries: Professional Practices
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Many legal professionals prioritise their clients above themselves and need to catch up on their own personal finances before the year end. Favourable tax treatment can make a considerable difference to investment returns over the medium to long-term. The cumulative benefits of ‘using’ and not ‘losing’ tax allowances and legitimate tax concessions can be significant.

What we will cover

Mark Stemp and  Phil Smithyes will help you understand what needs to be done before the end of the tax year and will also give you ideas for your clients.

This seminar will cover the following topics:

  • the tax benefits of making pension contributions
  • comparing taking your pension and passing it efficiently to future generations
  • the range of ISAs
  • the savings and revised dividend allowances
  • investment strategy and the benefits of diversification
  • landlords- tax changes affecting landlords.

Our tax and financial planning specialists will be on hand after the seminar to answer any one-to-one questions.


08:00 Registration

08:30 Seminar starts

10:00 Seminar ends with questions and refreshments


There is no cost to attend this event.

Register now


For further information, please contact Charlotte Matthews.