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Webinar Recording – Year End Tax Planning 2023

Don’t let the end of the tax year get too close.  Take time to review your investment portfolio and consider some of the opportunities currently available to you.

There is no guarantee of how wealth will be taxed in the future, especially as we face a looming recession.  It is therefore wise to take full advantage of the existing allowances and reliefs while you can.

As the 5 April end of year deadline approaches and following the Chancellor’s plans to freeze and in some cases reduce tax-free allowances, it’s more important than ever to make the most of some timely tax planning. GWA Partner, Stuart Faed along with Director of GWA Wealth Management Mark Harrison and IFA Rebecca Lawson, will guide us through the main tax saving and investment options that are available up until 5 April 2023, including ISAs, Pensions and Gifting.

Andrew Alexander, Director of our sister company Three Counties, will return with a summary of the financial markets. At the end of another tumultuous year which saw the consequences of an ongoing war, rising inflation and recession you can hear his views on how the markets might behave and where the winding road of investments might take us in 2023.

Please note, this webinar recording is solely to provide information and is not intended to provide advice or enticement to invest.

Click here to watch the webinar

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