Tax Year End – important implications for your financial planning
Shackleton Webinars
46:18
The next in our client webinar series is being held in the run up to the much-anticipated Spring Statement, with Rachel Reeves delivering the next round of strident (and bold some are expecting) budgetary reforms.
Already in place and coming into force are several pieces of legislation which will have a direct effect on your financial planning considerations and Mark Chandler and Andy Connally, two of our expert financial advisers, will be covering the following key areas:
• Upcoming legislation changes
• Impact on financial planning
• Impact on Inheritance Tax
• Look ahead to the Spring Statement
• Retirement Planning
• Cashflow modelling
Speakers
Mark Chandler
Chartered Financial Planner, Ellis Bates
I am a Chartered Financial Planner with over 35 years’ experience working in the Life & Pensions sector. I am a Chartered Fellow of the Personal Finance Society, a Chartered member of the Chartered Institute for Securities & Investment, a member of the Society of Mortgage Professionals, an affiliate member of the Society of Trust and Estate Practitioners and an Associate of the Institute of Professional Will Writers.
Andy Conally
Financial Planner, Ellis Bates
I have been working in the financial services industry since 2002, beginning my career in the banking sector with Abbey National. Once qualified, I have provided financial advice since 2005 and this includes 10 years with for Skipton Building Society as a financial adviser and as an authorised representative of St James Place.
As well as a wealth of experience providing general holistic financial planning I am particularly strong in the areas of fund analysis, retirement and pensions planning as well as inheritance tax and trust planning.
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Tax Year End – important implications for your financial planning
46:18