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
Date: 15 March 2022
Time: 10:00 – 11:00