The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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Webinar

Are you ready for tax year end?

7IM 2022 Webinar Series

Mar9

11:00 AM - 12:00 PM

This event is cancelled. We apologise for any inconvenience caused. If you would like to get in touch with us, please email talktous@7im.co.uk

With the tax year end fast approaching, you may be thinking about how to make your money work for you, in the most tax efficient way. At this time of year, questions crop up, such as:

Have I used all my allowances?
What can I do about my pension contributions?
What about tax structuring?
With the Spring Budget just around the corner, what sort of tax changes might affect me in the future?

Tune in to our next webinar with Gareth Munn, Director, Private Clients and Andy Bolden, Financial Planning Director, as they provide some answers, and general helpful tax tips on what to tackle in time for 5th April.

Complete the form to register today.

Speakers

Image of Gareth Munn, Director, Private Clients

Gareth Munn

Director, Private Clients

Image of Andy Bolden, Financial Planning Director

Andy Bolden

Financial Planning Director

Tax rules are subject to change and taxation will vary depending on individual circumstances.

Capital at risk.

Find out more

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Seven tax tips from 7

During the Conservative conference in October 2021, the Prime Minister refused to rule out any future tax hikes. With the Autumn budget on the horizon, Angela Lloyd-Read, Financial Planner, takes a look at the seven tax allowances that are still available and worth taking advantage of.

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How much money do I need for retirement?

Gareth Munn, Director, Private Clients at 7IM explores what people need to think about when they are saving and planning for their retirement. “Will I have enough savings to retire” is often a question Gareth is asked find out how he responds to this common concern for clients.

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So, just what is a financial planner?

Andy Bolden, Financial Planner, highlights the many benefits of enlisting the support of a financial adviser, particularly for those planning for retirement.