As the tax year draws to a close, investors have a crucial opportunity to refine their portfolios and make their finances more tax efficient. The past few years have brought numerous changes to key allowances, thresholds and relief mechanisms. More were announced by the Labour government in the latest Autumn Budget, making it essential for investors to reassess their strategy and stay on top of the news.

As adjustments to pension rules, capital gains tax (CGT) and inheritance tax (IHT) come into force, navigating this increasingly complex landscape requires both foresight and technical expertise. Investors need to be proactive in order to minimise their tax bill and position their portfolios for long-term financial stability. 

This one-hour webinar, hosted by Investors’ Chronicle in partnership with Netwealth, will bring together leading financial experts to break down the latest reforms and provide practical, actionable insights. Participants will gain a deeper understanding of how to optimise the tax efficiency of their portfolios, protect their assets, and structure their investments effectively before the tax year-end.

Stay Informed on Tax Changes 

Gain expert insights into how the latest Labour budget impacts pensions, inheritance tax, and capital gains tax, helping you make informed financial decisions.

Optimise Your Investments and Contributions 

Learn strategies to maximise pension and ISA contributions, leverage tax-efficient investment vehicles, and mitigate potential tax burdens before the tax year-end.

Enhance Your Financial Planning

Discover how tools like cashflow modelling and portfolio rebalancing can help you optimise gifting, drawdown strategies, and estate planning for long-term financial security.

• How will Labour’s Autumn Budget impact pensions, IHT and CGT? What do the changes mean for financial and retirement planning?

• How can investors make the most of their individual savings account (Isa) allowance before the end of the tax year? How can they use Isas strategically to enhance tax efficiency?

• How should investors approach estate planning to reduce their IHT bill? What IHT reliefs remain available?
  

• How can investors strike the right balance between giving away assets to family and keeping enough for a comfortable retirement? How should they plan for potential care costs?

• When should investors consider venture capital trusts (VCTs) and enterprise investment schemes (EIS)? What are the potential risks and benefits of these vehicles?

• How should investors approach portfolio rebalancing ahead of the tax year-end?

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