In this IIL financial planning webinar, Tony Wickenden talks about the latest (and potential future) developments in personal taxation in the UK and its impact on financial planning decision making.
Description
In this session, the speaker covers:
- The importance of delivering advice and tax alpha
- The current fundamentals of UK taxation for investors reviewed
- What the future might hold for taxation post the General Election in 2024
- The three key stages of intergenerational financial planning
- Key financial planning choices and how to make them tax efficiently
Learning objectives
- Current and future personal taxation for investors
- Key choices to make in creating and delivering a tax efficient intergenerational financial plan
- How to plan for tax efficient wealth transfer
Speaker
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