Building on the foundations of the Tax Year End MOT episode, in this show we’ll be tackling some more specific issues that face financial advisers at this time of year. Whether it’s carry-back certainty, offsetting income tax bills or ensuring diversification for particular client cases, we’ll be answering your questions to put you in good stead ahead of the end of the tax year end.

Hosted by Lawrence Gosling (Bonhill Group, Incisive Media, Investment Week) we will be joined by a panel of expert service providers, fund managers and financial planners from across the industry, diving into the mechanics of what it looks like to make tax-efficient investments in a way that best serves your clients.

Save the date to your diary so that you can tune in and watch live, along with other leading financial advisers across the UK.



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