Podcast

We Need To Talk About Investing - Ep. 9: Your Tax Year End Checklist

Tax year end is fast approaching, so to make sure you're best prepared, for this episode, we're featuring our most recent tax year end webinar.

| 49 min listen

Tax year end is fast approaching, so to make sure you're best prepared, for this episode, we're featuring our most recent tax year end webinar, where Erica and Rob are joined by some special guests, to walk you through a comprehensive checklist for your tax year end planning.

In this engaging and interactive 45-minute session, we cover:

  • Our experts also covered off a number of attendees' tax year end questions in our Q&A, ensuring you make the most of all the allowances and exemptions available to you.

Webinar panelists:

Erica Whyte, Charles Stanley Spokesperson, Charles Stanley Rob Morgan, Charles Stanley Chief Analyst, Charles Stanley Lisa Caplan, Foundation Financial Planning Director, Charles Stanley Chris Ainscough, Director of Asset Management, Charles Stanley

Are you a beginner investor?

If you enjoyed the episode, you might like to check out our Learning Centre YouTube series. Each lesson covers a new investment topic, helping you to understand the basics, bust the jargon, and break down the barriers to investing.

Listen to other podcast episodes

To catch up on all episodes in our series 'We Need to Talk About Investing' or to listen to expert commentary from our research team and analysts. You can listen to Charles Stanley Radio on

Nothing on this website should be construed as personal advice based on your circumstances. No news or research item is a personal recommendation to deal.

We Need To Talk About Investing - Ep. 9: Your Tax Year End Checklist

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