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Webinar: How to escape the tax raid on your wealth

In our latest webinar 'How to escape the tax raid on your wealth', our experts Christie Tillett and David Gruenstein discussed the big changes to tax rules and allowances this year, how to plan in an election year and how to minimise your tax bill to ultimately maximise your wealth. 

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During this free 45-minute webinar we cover:

  • The abolition of the Lifetime Allowance and what that means for you.
  • 25% tax free cash remains – but could you get more?
  • What is the new British ISA?
  • Understanding changes to child benefit, national insurance, capital gains tax and many more
  • Could you be caught in the 62% tax trap?
  • How to avoid the stealth tax raid on your wealth
  • How to plan in an election year

We also allowed time after the webinar for questions and answers.

About the speakers

 
Christie Tillett David Gruenstein  
Financial Adviser Partner  
I am passionate about providing quality, bespoke financial planning to clients ensuring their financial plan helps achieve their objectives both now and in the future. It is vital that all my clients’ financial plans not only meet their personal objectives but remain in the most tax efficient position given the ever changing landscape of legislation and the economic environment. 

I strongly believe in a holistic approach to financial planning and have been using cashflow modelling since 2003 and tax planning to enable this.  I am highly qualified as a Fellow of the Personal Finance Society, Chartered Financial Planner and an Affiliate of STEP (Society of Trust and Estate Practitioners).  This learning enables me to understand the interactions of various taxes in advising and dealing with clients and their professionals. I aim to be a client’s trusted adviser and first port of call in financial decision making. 

 

 

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The Financial Conduct Authority does not regulate Tax Advice, Estate Planning or Cash Flow planning. 

Location

Online