Preparing your portfolio for the tax year end
This webinar brought together leading financial experts to break down the latest tax reforms and provide practical, actionable insights. Participants explored a deeper understanding of how to optimise tax efficiency, protect their assets, and structure their investments effectively before the tax year-end.
The recording is available for ticket holders. If you are not registered, please secure your registration to get access.
Key discussion points
Impact of the labour budget on taxation and financial planning
Analysis of changes to pensions, inheritance tax (IHT), and capital gains tax (CGT), and their implications for retirement and financial strategies.
Maximising tax-efficient investments and contributions
Strategies for high earners to optimise pension contributions, maximise allowances and make the most of ISAs, including spouse and junior ISAs, to enhance long-term tax efficiency.
Estate and portfolio management ahead of the tax year-end
Approaches to estate planning considering frozen inheritance tax nil-rate bands, portfolio rebalancing, and using financial tools like cashflow modelling to optimise gifting and drawdown strategies.
Why attend
Investors' Chronicle webinars are 50-minute digital sessions designed for maximum engagement. Our panel discussion offers a unique opportunity to connect with industry leaders and get your most pressing questions answered in interactive Q&As.
Your digital pass includes access to the live stream and on-demand content for 30 days. Join the conversation!
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Investors' Chronicle (IC) is the champion of private investment in the UK. Our writers offer experienced investors the ideas and inspiration they need to keep growing their portfolio, as well as educational analysis and guidance for novice investors approaching investing for the first time. The IC's addition of investor education has helped to expand its readership to new audiences, while Alpha (its premium product offering), continues to provide more detailed and in-depth analysis to its core audience.
One of the Investors' Chronicle’s key differentiators is that we turn our analysis into practical, actionable investment ideas - we don’t just explain what’s going on, but offer guidance on what to do as a result.
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