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Topic

Talking Tax and Tax Year End

Description

As we approach the end of the tax year on 5 April, with some allowances being cut from April 2023 and many rate bands frozen, it is a good time to review your tax position. In this webinar, Anthony Whatling and Nick Reeves will discuss some of the key actions you can consider now to reduce your tax bill.

Find out more about:
• Reducing taxable income
• Tax efficient pension contributions
• 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

Key take outs from this webinar:
This webinar will set out some of the key actions you and your family can consider in advance of the tax year end to mitigate tax.

Time

Feb 15, 2023 10:00 AM in London

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Message preview	Hi there, You are invited to a Zoom webinar. When: Feb 15, 2023 10:00 AM London Topic: Talking Tax and Tax Year End Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_X2e-2_TjRi-g9Cr4W5Xe2Q After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Anthony Whatling (Partner, Private Client Tax Services @Evelyn Partners) Anthony joined Evelyn Partners in 2020 and has nearly 20 years’ experience of advising high net worth individuals, offshore trusts and family offices. He advises his clients on all aspects of their personal tax affairs. The scope of his work can include advising clients on how to hold their investments more tax efficiently, the tax consequences of holding investment properties and succession planning. Anthony sits within our international private client team, and advises a number of cross-border clients and their families to ensure they are aware of their UK tax exposure. This includes advising non-domiciled clients and their offshore structures (such as trusts) as well as assisting individuals as they move to, or away from, the UK. Nick Reeves (Partner, Financial Planning @Evelyn Partners) Nick joined Evelyn Partners in July 2022. Previously, he had spent four years as Head of Wealth Planning at Deutsche Bank UK. During this time he advised both UK and internationally-based clients on their UK financial planning. This included planning advice pre-/post-sale of client businesses, pre-arrival planning for resident non-domicile clients and the use of tax efficient investment wrappers both onshore and offshore. Prior to joining Deutsche Bank UK Nick was a Partner at Tilney for six years. This was largely focussed on UK-based clients, primarily around retirement/pension planning and client business sales. Nick has also previously worked at Barclays Wealth and Grant Thornton.

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