To help get you to the right website, please choose one of the options below

Skip Header

Tax year end 2022 – Helping you every step of the way

Your tax year end planning webinar

** Includes a Certificate of Attendance **

The build up to tax year end remains a key period, as you meet with clients and help them maximise valuable pension and ISA tax allowances.

We're here to help you every step of the way and we’d like to kick start 2022 by inviting you to a webinar to show you all the support we have available.

Key topics that we’ll discuss

  • Reporting available – data is the lifeblood of any business and is especially vital when you provide ongoing services for which you charge a fee. We’ll take a look at our client reporting area and remind you of, or point out, some features you might not be aware of.
  • Technical support – we’ll provide an overview of the technical information available in various media formats. This includes new technical material produced by Paul Squirrell, our pension expert, to aid client understanding, provide financial education and help support any client discussions you may have.

When? 

For your convenience, we will be running several 40-minute sessions as follows. Click on the timing of your choice to register. 

Date Start time Host
Tuesday 18 January

9:30am – register here
10:30am – register here

Nicholas Illsley
Thursday 20 January

9:30am – register here
10:30am – register here

Nicholas Illsley
Tuesday 25 January

9:00am – register here
10:30am – register here

Lee Keeper
Wednesday 26 January

9:00am – register here
11:00am – register here

Lee Keeper

** A Certificate of Attendance will be issued to your inbox following the events **

We hope you're able to join us. To confirm your attendance, please register and select the date and time most convenient for you.