Tax Personal tax

Webinar Details

It is a time of uncertainty in the tax landscape. The sizeable implications for pensions from 6 April 2023 (including the increased pension allowance and lifetime allowance reform), the cuts to National Insurance in early 2024, and the date for a Budget on 6 March are all known. There are rumours of a potential early Autumn Statement, an election and potentially a further Budget later this year.

This places even more importance on having a clear long term plan, taking advantage of any opportunities now and getting the basics right.

Our experts Toby Tallon and Nick Reeves, as they discuss the key actions you and your family may wish to consider before 5 April 2024.

Find out more about:

  • Reducing taxable income
  • Tax efficient pension contributions and lifetime allowance opportunities
  • Saving tax by giving to charity
  • Using your allowances by sharing with your spouse
  • ISAs
  • EIS, SEIS and VCT investments
  • CGT and the timing of disposals
  • IHT and using your allowances
  • Considerations for international individuals


Nick Reeves Financial planning

Nick Reeves

Financial planning

Toby Tallon Personal tax
Partner, Private Client Tax Services

Toby Tallon

Personal tax

Investment does involve risk. The value of investments and the income from them can go down as well as up. The investor may not receive back, in total, the original amount invested. Past performance is not a guide to future performance. Rates of tax are those prevailing at the time and are subject to change without notice. Clients should always seek appropriate advice from their financial adviser before committing funds for investment. When investments are made in overseas securities, movements in exchange rates may have an effect on the value of that investment. The effect may be favourable or unfavourable.

Time & Location

12:00 - 13:00 GMT

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