The main aim of this webinar is to help you to reduce your exposure to tax, through the different planning opportunities.
Our tax planning webinar will talk you through the different planning opportunities, either for this tax year or for your long term future – helping you to reduce your exposure to tax.
The Masterclass will cover:
- Inheritance tax planning
- Capital Gains Tax (CGT)
- Pensions – renewed opportunities
- Probate, Wills & Trusts
- Making Tax Digital
Taking action now may give you the opportunity to take advantage of any remaining reliefs, allowances and exemptions.
David Truman – Head of Private Client Services, Menzies
Charlotte French – Chartered Financial Planner, Menzies Wealth Management