Wealth Management Decisions in the Current Tax Landscape

Partner Webinar

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.

Objectives

This session will consider the changing landscape of tax, how this affects business owners and in particular from a wealth management perspective. We will look at tax changes that are coming in during 2024 as well any changes that have come from the recent March Budget.

Key topics

• Overview of the changing tax landscape
• Implications of tax changes for business owners and their financial strategies
• Review of 2024 tax changes including those coming from the 6^th March Budget
• Wealth management implications from these changes.
• Case studies to understand the overall implications.

Who should attend

Partners and managers in accountancy practices who are wanting to stay up to date on taxation issues affecting their clients, particularly from a wealth management perspective.

Please note, as this is a partner webinar, by registering for this webinar your contact details will be shared with the 20:20 "partner" for marketing purposes. Click here to view our privacy policy.