Are you looking for ways to get more out of your investments in the lead up to end of 2019/20 tax year?

One of the key things we consider when looking holistically at our clients’ financial matters is how we can optimise the tax efficiency of their portfolios. With careful planning we are often able to keep more of our clients’ investment returns in their pockets, rather than those of HMRC.

On Wednesday 26 February from 12.00 midday to 12.45pm,  we hosted a webinar, where our financial planning experts helped investors understand:

  • How Saunderson House optimise portfolios for tax
  • The tax allowances available to you and how to make the best use of them
  • Where your assets should be held to maximise returns after tax
  • Putting together a highly tax-efficient withdrawal strategy in retirement

The event has now passed, but you can watch the on-demand version here.

About The Author

John Hill
John joined Saunderson House in 2011 after graduating with a first-class honours degree in European Social and Political Studies ...
Read more

Contact us

If you would like further information about our services or would like to arrange a complimentary, obligation-free telephone conversation or meeting to discuss your requirements, please contact us.