Charles Stanley Radio28 Mar 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.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(87)

How to deal with tariff turbulence

Markets are moving fast in response to US tariffs that standto reconfigure global trade. In our latest podcast, Erica Whyte speaks to Charles Stanley Direct’s Chief Investment Analyst Rob Morgan about...

11 Apr 202524min

Christmas Spending 2024

Erica Whyte chats to Lisa Caplan and Rob Morgan about how best to manage your budgets over the holiday period.

2 Jan 202511min

Autumn Budget Forecast

In this episode, Erica Whyte is joined by Rob Morgan, Spokesperson & Chief Analyst and Lisa Caplan, Director OneStep Financial Planning to discuss the upcoming Budget by Chancellor Rachel Reeves on O...

1 Okt 202417min

Rachel Reeves’ spending review and UK interest rates

Director of One Step Financial Planning Lisa Caplan and Charles Stanley Direct’s Chief Analyst Rob Morgan digest the recent Spending Review speech from Chancellor Rachel Reeves and considers what it m...

13 Aug 202419min

What might the new Labour government mean for personal finances?

The dust has settled on the UK general election and given the wide margin of victory the new Labour government has a broad mandate for change. While the stance on many key economic and business issues...

13 Aug 202414min

Our 2023 Autumn Statement Review

Charles Stanley's Chief Investment Commentator, Garry White and Chief Analyst and Personal Finance Expert, Rob Morgan review the key points following the Autumn Statement. The pair sit down to discuss...

24 Nov 202315min

Investing In Your 40s

Your 40s are typically when you start to move into your peak earning years. But although you may be receiving a higher monthly salary, you’re now often responsible for mortgages payments, childcare an...

16 Aug 202314min

Investing In Your 30s

As we move from our 20s into our 30’s our lifestyles, priorities, and obligations shift. It certainly doesn’t happen at the same pace for everyone, but its true nonetheless, things do change. But re...

16 Aug 202318min