This webinar will inform and inspire you to make the most out of the opportunities ahead:
Shaun covers:
- How we got here
- The opportunity the 2023/24 TYE brings
- Tax year beginning - don't waste dwindling allowances
- CGT Annual Exempt Amount - A 'Management Allowance' going forward
- Where a GIA fits within a financial plan.
Using Quilter's console you can ask questions, download the slides in the webinar and also see other related content.