Past event

Your essential tax year end checklist

With tax year-end fast approaching, Erica Whyte, our client spokesperson and Rob Morgan, our Chief Analyst, went through a comprehensive checklist for your tax year-end planning. Watch our latest webinar.

9th Mar 2022 Virtual

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Be more prepared for tax year end

Tax year end is fast approaching, so to make sure you're prepared, watch our latest webinar and benefit from our experts walking you through a comprehensive checklist for your tax year end planning.

Our engaging and interactive 45-minute session, covered:

  • Stocks & Shares ISA, Junior Stocks & Shares ISA, and SIPP overviews
  • Tax year-end timelines and key dates
  • The do's and don'ts of tax year-end
  • Our macro-economic outlook for 2022

Our Webinar panellists

Our experts also covered 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.

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

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