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Delivering tax and financial planning alpha post autumn statement

5 December 2023

Online
Delivering tax and financial planning alpha post autumn statement

CPD Certified

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

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

Details

Date:
December 5, 2023
Time:
1:00pm - 2:00pm GMT
Category:
, ,

Venue

This is an online event

Organiser

The Insurance Institute of London (IIL)
Phone:
+44 20 7600 1343
Email:
Iil.london@cii.co.uk
Website:
https://www.iilondon.co.uk/home/

Other

CPD text
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.