Your essential tax year end checklist

With tax year-end fast approaching, Erica Whyte, Spokesperson, Charles Stanley and Rob Morgan, Chief Analyst, Charles Stanley, will be walking through a comprehensive checklist for your tax year-end planning.

9th Mar 2022 12:00 pm Zoom

Register now

Be more prepared for tax year end

Erica and Rob will also be answering questions that you may have to help you prepare for April 5th and make the most of the available allowances and exemptions.

In this engaging and interactive 45-minute session, we'll be covering:

  • An overview of the different account types: Stocks & Shares ISA, Junior Stocks & Shares ISA and SIPP
  • Tax year-end timelines and key dates.
  • The do's and don'ts of tax year-end
  • Our macro-economic outlook for 2022

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