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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:

04/02/2020 08:00

End Date:

04/02/2020 10:00

Services: Private Clients, Financial Planning
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

Our speakers 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
  • other topical tax issues post election.

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


There is no cost to attend this event.

Register now


For further information, please contact Charlotte Matthews.