Pre year-end tax planning

In this webinar, our Tax and Walth Planning team 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

If you have any questions about tax planning or would like to discuss the webinar in more detail, please contact us on 01295 250401 or email us: at You can also contact us here with your query and we will get back to you.

Information for readers: This material is published for the information of clients. It provides only an overview of the regulations in force at the date of publication, and no action should be taken without consulting the detailed legislation or seeking professional advice. Therefore no responsibility for loss occasioned by any person acting or refraining from action as a result of the material can be accepted by the authors or the firm.