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