June 2022

Webinar | Use It or Lose It: Why wait until the tax year-end? Maximise your allowances now.

In most areas of financial planning, the earlier you prepare, the longer you have to reap the rewards – and this is no exception when it comes to tax planning. Therefore, why do so many people wait until the tax year-end to make the most of their allowances?

Hosted by Integrity365’s Nick Booker FPFS, in this webinar we are joined by Beavis Morgan’s Head of Personal Tax, Neal Groves CTA. Nick and Neal discuss a variety of taxes, allowances and exemptions including:

  • Income Tax
  • Capital Gains Tax
  • Inheritance Tax
  • Personal Allowance
  • Personal Savings Allowance
  • Starting Rate for Savings
  • Higher Income Child Benefit
  • Marriage Allowance
  • Dividend Allowance

Learn how you can maximise your allowances from the moment the new tax year begins, and not wait until just before the tax year-end deadline.

This webinar is intended for information purposes only and in no circumstances should be taken as advice. If you do require personal financial advice please contact us on 0117 450 1300 and our highly qualified Independent Financial Advisers will be more than happy to assist you.

Host

Nick Booker FPFS

Integrity365

Guest Speaker

Neal Groves CTA

Beavis Morgan LLP