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With several tax and pension rules changing, arranging your finances tax efficiently in 2023/24 is more important than ever. In this webinar, Richard Harwood, our financial planning expert, will explain how to save and invest to beat the tax squeeze, with handy case studies for whichever stage of life you’re at.

In this webinar we explain how to:

  • grow your money tax efficiently
  • make the most of your tax reliefs and allowances
  • pay less tax in retirement
  • reduce your inheritance tax liability through gifting
  • navigate frozen tax thresholds

There will also be an opportunity to ask questions in a live Q&A.

This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

Host: Richard Harwood

Richard has been helping clients to meet their financial goals for over 30 years. A Certified Financial Planner, he specialises in tax-efficient investing, inheritance tax (IHT) planning, and pensions and retirement. Richard is regularly quoted in the media on financial planning subjects. He is passionate about the impact that financial advice can have on people’s lives.