Investment Webinar – Make the Most of Your Year-End Tax Reliefs

Published on: January 14, 2022

The latest Greaves West & Ayre Investment update is scheduled for January 27th 2022 – we do hope you will join in, with Three Counties’ Andrew Alexander giving his latest financial markets update in the session.

At our first Investment Update of the year, what better time to review your investment portfolio and consider some of the opportunities currently available to you?

There is no guarantee of how wealth will be taxed in the future, especially as the government tries to claw back some of the cost of the Covid-19 pandemic. It is therefore wise to take full advantage of the existing allowances and reliefs while you can. Partner Stuart Faed will introduce our Wealth Management team stalwarts, Mark Harrison and Graeme Hyland, who will guide us through the main tax saving and investment options that are available up until 5 April, including ISAs, Pensions and Gifting.

Andrew Alexander will return with a summary of the financial markets. At the end of another calendar year and in view of rising inflation, booster roll-outs and the threat of new Covid variants, we look forward to his views on how the markets might behave in 2022.

In this webinar we will:

  • highlight the main reliefs and allowances that are available up to the end of the 2021/22 tax year
  • provide a roundup of the financial markets

This webinar is free to attend and registration is quick and easy via this link. We hope to see you on January 27, 2022, from 10:30am – 11:15am.

As ever, we would like to know which issues concern you. Please send your questions to us in advance and we will try our best to address them either during the presentations or in the wrap-up Q&A. You can do this by completing the relevant section on the registration form.

Want to know more?