Independent chartered financial planner, Richard Higgs recorded a webina on 5th March 2024 about the planning you can do ahead of the upcoming tax year end deadline.

Tax year end is less than one month away so the time is ticking to take advantage of available reliefs.

Find out what you can do to ensure you are in the most tax efficient position possible.

Q&A included at the end of the session.

Access the recording here.

If you would like to book a relaxed chat about your current situation and financial plans, please don’t hesitate to get in touch by calling 0117 3636 212 or email office@haroldstephens.co.uk.