Join Wealthtime and Technical Connection for our ‘Essentials of Tax Year End planning’ webinar.

Our host Sophie Hall, Wealthtime Commercial Director, will be joined by three industry experts, Tony Wickenden and Claire Trott from Technical Connection, and Phil Wickenden from Ad Lucem, for a webinar designed to help financial advisers confidently navigate tax year end planning. 

Considering the last two Budgets, we’ll focus on what really matters now for financial advisers, and how you can turn a period of complexity into clear, practical advice for your clients.

Understand the latest tax changes and their implications for tax year end and the year ahead

Gain insight into current client thinking, based on our latest research, to help shape more relevant and effective conversations

Hear practical guidance from experienced practitioners, covering personal tax, investments, intergenerational planning, pensions, and retirement planning

Identify planning opportunities you can act on before tax year end

Feel better prepared and more confident when discussing tax and planning strategies with clients

This 1-hour CPD accredited webinar provides practical, insight-driven expertise, helping you to deliver better outcomes for your clients at a critical planning point in the year.

Confirm your attendance below and join us live to gain 1 hour CPD.

Please note this webinar is for financial advice professionals only.

Wealthtime & Technical Connection: Essentials of Tax Year End planning