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Financial & Tax planning should occur all throughout the year. However, with the pressures of life, business and family, the reality is that it often gets overlooked. With the end of the tax year less than one month away, now would be a good time to stop and work out what actions are required to make use of the relevant tax planning opportunities that are available to you, your business and wider family.

Join our private client team, who will be hosting a free webinar highlighting everything you need to know and consider before the end of the financial year. Topics will include:

  • Overview of available tax reliefs
  • Tax planning considerations
  • Gifting & capital gains tax
  • Use of trusts
  • ISAs
  • Pensions

We hope you are able to join us.  If you are unable to make the date or you have any questions in advance, please contact us.

Join our experts

Mitch Young

Director

Melissa Reilly

Head of Fusion Tax

Avidan Last

Head of Fusion Financial

Eli Pressman

Head of Estate Planning at deVere Tax Consultancy

Register

Date: 15 March 2022

Time: 10:00 – 11:00

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