Chess pieces sunset

Planning opportunities in a general election year

Location: Webinar
Start Date:

27/02/2024 09:15

End Date:

27/02/2024 10:30

Services: Tax for Private Clients, Financial Planning
Industries: Professional Practices
Chess pieces sunset
With a General Election expected later this year, our webinar will highlight the importance of getting your tax and financial affairs in order.

Our speakers will discuss the tax efficient actions you should be taking including using your savings and ISA allowances, making the most of your annual pension allowance, sharing income amongst the family, considering family investment companies and the use of Trusts.

What we will cover

  • Current tax allowances and concessions – are you making the most of these?
  • Pension contributions – current funding options and what might change.
  • Planning essentials pre-tax year end – your ‘must do’ checklist pre 5 April 2024
  • Inheritance Tax – abolition or future increases?
  • Inflation and interest rates – the direction of travel and what this means for you
  • Property taxation – getting tougher, but it could get worse?
  • Media speculation – fact or fiction and what it could mean for you. 

Our speakers will discuss speculation around what might be announced in the spring Budget on the 6 March 2024 and the likelihood and impact of anticipated changes to taxation should Labour form the next government as we head into 2025.


Where

Virtual event – you will receive log in details upon registration.


Cost

There is no cost to attend this event.

Register now


    Speakers

    Mark Stemp    Phil Smithyes    Nicky Owen

    Mark Stemp
    Partner, Private Clients
    [email protected]
    +44 (0)2078 427382

      Phil Smithyes
    Partner, Head of Financial Planning
    [email protected]
    +44 (0)1189 023813
     

    Nicky Owen
    Partner, Professional Practices 
    [email protected]
    +44 (0)1242 246959