Financial Planning Conference Highlights


View highlights from the Finura Partners Financial Planning conference, hosted at Charlotte Street Hotel on 18th February 2016.

Hear from Finura Partners on the forthcoming changes to pensions allowances and reliefs, Vanguard Asset Managers on what 2016 has in store for global markets, Octopus investments for VCT, EIS and BPR tax planning opportunities & ABG accountants on actions clients can take to reduce their liabilities.

0.00 – Dr Peter Westway, of Vanguard – Economic Outlook
1.00 – Nathan Mead-Wellings of Finura Partners – Impending Pension Changes
2.05 – Nick Bird of Octopus – VCT Overview and Opportunities
3.05 – Mark Rubinson of ABG – Property Taxation Changes


Other News

Tax Year End Planning Checklist For Individuals – 2023/24 Tax Year

As tax year end approaches, there is still time to make use of your available reliefs and allowances.

This tax year end planning checklist covers the main planning opportunities available to UK resident individuals and will hopefully help to inspire action to reduce tax for the 2023/24 tax year and to plan ahead for 2024/25.

Higher Rate Taxpaying Is A Growing Club

As tax rate band thresholds are changing, understanding the impact on high rate taxpayers and the economy is crucial.

5 Top Tips To Boost Your Pension Savings

It was recently revealed in the media that the amount we need to enjoy a ‘moderate’ retirement has increased by £8,000 per annum, a 38% increase, in just one year.