Charles Stanley Radio28 Maalis 2022

Ep. 9: Your Tax Year End Checklist

We need to talk about tax year end.

Tax year end is fast approaching, so to make sure you're best prepared, for this episode, we're featuring our most recent tax year end webinar, where Erica and Rob are joined by some special guests, to walk you through a comprehensive checklist for your tax year end planning.

In this engaging and interactive 45-minute session, we cover:

Stocks & Shares ISA, Junior Stocks & Shares ISA, and SIPP overviews and allowances
Tax year-end timelines and key dates
The do's and don'ts of tax year-end
Our macro-economic outlook for 2022

Our experts also covered off a number of attendees tax year end questions in our Q&A, ensuring you make the most of all the allowances and exemptions available to you.

Webinar panelists:

Erica Whyte, Charles Stanley Spokesperson, Charles Stanley
Rob Morgan, Charles Stanley Chief Analyst, Charles Stanley
Lisa Caplan, Foundation Financial Planning Director, Charles Stanley
Chris Ainscough, Director of Asset Management, Charles Stanley

For more information on Tax Year End, visit https://bit.ly/be-more-prepared

If you enjoyed the episode, you might like to check out our Learning Centre YouTube series. Each lesson covers a new investment topic, helping you to understand the basics, bust the jargon, and break down the barriers to investing.

Investment involves risk.

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