Live Webinar: How to prepare for tax year-end

Expert Richard Wilkinson will be outlining all the main principles of tax year-end planning and explaining how you can utilise your reliefs and allowances for 2024-25. 

Reviewing your affairs and longer term plans before 5th April 2025, could have a significant impact on your tax position. 

Join us for this informative webinar hosted by Chartered Financial Adviser and former Accountant, Richard Wilkinson. 

As the founder of Wilkinson Financial Management, Richard will cover all the main principles of tax year-end planning including how to help maximise your reliefs and allowances for 2024-25. 

The webinar is a fantastic opportunity to have your questions answered and set yourself up for success. 

Register now by clicking the on the button. All participants will receive a copy of our tax year-end guide in the post and be given access to our tax scorecard app, helping you to identify which areas need attention. 

The session is open to everyone with questions about tax year-end planning.  However, we encourage existing clients with outstanding questions to also book a review meeting, especially if you would like to make additional contributions to your pension or ISA before 5th April 2025. 

We look forward to seeing you there!

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.