2020 Member: Included with 2020 Membership
Non member £0.00 + VAT
This webinar has been planned and delivered in conjunction with one or more of our valued third-party partners. All such webinars are subject to our quality control procedures to ensure relevant learning objectives are set and met, alongside any product demonstration. A member of the 20:20 Innovation team will be joining the presentation, ensuring a lively and relevant dialogue.
As we start to approach 2024, now is the time to consider whether any tax planning can be employed to help private clients reduce their income tax bills for 2023/24.
In this session we will consider the tax savings that can be made by moving savings into ISAs, earnings into pensions, by utilising allowances and by making tax-efficient investments.
We will also explore how partnering with a Wealth Management business can enable your firm to easily and profitably provide a holistic service to clients.
We will consider segmenting the client base to identify individuals with inherent tax planning opportunities. This will include:
Accountants in practice with clients that require in-year proactive wealth management services and tax advice.