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Tax under the microscope

Will your client’s be paying more tax this year?

With many allowances now frozen until at least 2025/26, combined with the current inflationary environment, your client’s will benefit more than ever from your grasp income tax, national insurance, capital gains tax and inheritance tax as you plan to manage their wealth.

Join us on the 19 May when we will look at some clear and concise tips in dealing with their investments and the impact of capital gains tax within a wider financial plan.

CGT is often misunderstood: let our experts allow you to become more comfortable in dealing with some of the more complicated aspects of a tax that is expected to raise more than double between now and 2026 (Office for Budget Responsibility 4/4/22)

The webinar lasts just 45 minutes allowing you to benefit from CPD. Join us on the 19 May at 11am to find out more.

Register for the event

Speakers

Headshot of David Denton

David Denton

Technical Consultant

David’s primary role is to collate, simplify, regularly update and share technical knowledge, in a user friendly and practical way, within the Quilter group and with the adviser community. This is to assist with maximising financial planning post-tax investment returns given the complexity and fast changing legislation impacting wealth management.

Headshot of Helen Morrisey

Helen Morrissey

London Sales Director

As an experienced business development manager my role is to grow the footprint of Quilter Cheviot by interacting closely with professional intermediaries in the North London area. I develop the relationships between the professional intermediaries and our investment managers by creating an awareness of the added value that Quilter Cheviot provide to both their business and clients.

Headshot of Nigel Olliff

Nigel Olliff

Investment Manager

My primary role is managing portfolios for private clients, pension funds, companies, and charities, ensuring that my clients’ get the best service Quilter Cheviot can offer, guiding them through investment choices that occur during their lifetime.

Useful documents

We appreciate just how important it is for you to be on top of the latest tax regulation and allowances, it is with this in mind we have created two guides which you can use alongside your clients.

  • A Spring Statement summary which gives all of the key information relating to Rishi Sunak’s latest budget.
  • A tax tables document, this includes all of the tax guidelines and allowances for 2022-23 for your attention.

Simply complete the form below to recieve copies of both documents.

By providing your details you consent to Quilter Cheviot contacting you from time to time regarding products, services and offers which might be of interest to you. If you wish to update your details see our privacy policy in full. If you wish to opt-out of future marketing, you will be able to opt-out on the email that is sent with the link to download your documents.

Catch up on previous events and webinars

All of the events and webinars Quilter Cheviot have run are available for you to watch when you need.

Events and webinars

The value of your investments and the income from them can fall and you may not recover what you invested.