PIMFA Webinar: Supporting your clients with Year-end tax planning
Wealth Managers don’t have to resort to Black Friday deals to improve their service offering. Year-end tax returns provide the ideal opportunity for Wealth Managers to demonstrate value simplifying the tax return process of high-net-worth clients they serve.
In this FREE 60-minute webinar Aiden Corcoran, Personal Tax Senior at GoSimpleTax, explains how PIMFA member firms can, from a tax perspective, better serve their clients delving into Cryptocurrency whilst providing much-needed support on Inheritance tax and pensions.
In this webinar, we discuss how Wealth Managers can:
- Offer tax planning to boost the value of their service.
- Understand further serve and understand their clients’ needs regarding Crypto Tax and Pensions.
- Work with their HNW clients on inheritance tax and/or EIS, SEIS and VCT
You may also be interested in
Taxation
PIMFA Key Successes Overview 2025/26
Read the overview of how we are continuing to deliver meaningful change and value. Looking at our successes over the last year in Policy and Advocacy and Regulation and Compliance, with an overview of PIMFA Groups, Event Highlights and Awards.