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Year end tax planning as part of your financial solutions

Location: Reading
Start Date:

12/02/2020 15:30

End Date:

12/02/2020 17:30

Services: Private Clients, Financial Planning
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Our pre year-end tax seminar will cover a number of money saving ideas in light of the latest developments.

What we will cover

  • Pension funding opportunities, including the annual allowance for high earners and Lifetime Allowance planning.
  • The range of ISAs.
  • Savings and revised allowances.
  • Inheritance Tax planning.
  • Income sharing with family members.
  • Other topical tax issues.

Our speakers Mark Stemp and Phil Smithyes will  be on hand afterwards to answer any one-to-one questions you may have.


There is no cost to attend this event.

Register now


For further information, please contact Charlotte Matthews.