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Woops! I've left it late for end of tax year planning; what can I still do?

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Online meeting

Farnham

GU9 0NS

United Kingdom

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Woops! I've left it late for end of tax year planning; what can I still do?


This free online training is for you if:

  • You run an owner-managed business;

  • You would like to achieve your goals more quickly;

  • You plan to retire/exit from your business within the next 25 years;

  • You need to create/update your Personal Financial Plan and map it to your business plan.

What you will learn on this free online workshop:

During this free 30-minute workshop, Sebastian Elwell of Switchfoot Wealth will cover the following:

  • Rules on ISA contributions

  • Pension contributions and carry forward allowances

  • Capital Gains tax - using your annual allowances, inter-spousal transfers & using losses.

  • Dividend payments from your business

  • Advice timescales - how to be prepared and shorten the time it takes to get the advice you might need

  • Using your allowances early in the new tax year

  • About Switchfoot & our process - A brief overview of how Switchfoot Wealth and Switchfoot Accounting work together to support business owners.

Online Meeting - You will be sent a Zoom meeting link ahead of the workshop by email.

Have your questions answered - You will have an opportunity to submit your questions before the workshop.

About the speaker - Sebastian Elwell is an Independent Chartered Financial Planner and a small business owner. Sebastian regularly writes for legal and financial publications and is a guest speaker at industry events. He specialises in providing 'joined-up' financial plans and collaborating with accountants and solicitors.

Qualifications and Experience - Sebastian has 16 years of experience in financial services, 13 years as a regulated financial adviser. He is a Fellow of the Personal Finance Society, Accredited member of Society of Later Life Advisers (SOLLA) and an Affiliate member of Society of Trust and Estate Practitioners (STEP).

Sebastian set up Switchfoot Wealth in 2018 as he saw an opportunity to deliver truly joined-up financial advice to business owners.

After the workshop - you will be offered a free no-obligation meeting with Sebastian to discuss your financial goals and aspirations.

We are looking forward to meeting with you,


Switchfoot Wealth Limited

seb@switchfootwealth.co.uk

www.switchfootwealth.co.uk

01252 938 440


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Farnham

GU9 0NS

United Kingdom

View Map

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