Pre year-end tax planning

In this webinar, Ann Bibby, Joanne Wright, and Chris Slatter explain ways to minimise your tax bill, including:

  • Utilising your spouse’s personal allowance
  • Using your Individual Savings Account (ISA) allowance
  • Using your tax-free pension allowance
  • CGT
  • IHT
  • Tax-efficient investments
  • Saving into a pension for your children or grandchildren

Download the presentation slides.

If you have any questions about tax planning, please contact:

Ann Bibby – 01295 250401

Joanne Wright – 01536 646000

Chris Slatter – 01295 250401