Charles Stanley Radio

Ep. 9: Your Tax Year End Checklist

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We need to talk about tax year end.

Tax year end is fast approaching, so to make sure you're best prepared, for this episode, we're featuring our most recent tax year end webinar, where Erica and Rob are joined by some special guests, to walk you through a comprehensive checklist for your tax year end planning.   


In this engaging and interactive 45-minute session, we cover:  

  • Stocks & Shares ISA, Junior Stocks & Shares ISA, and SIPP overviews and allowances
  • Tax year-end timelines and key dates
  • The do's and don'ts of tax year-end
  • Our macro-economic outlook for 2022  

    • Our experts also covered off a number of attendees tax year end questions in our Q&A, ensuring you make the most of all the allowances and exemptions available to you.   

    Webinar panelists:  

    • Erica Whyte, Charles Stanley Spokesperson, Charles Stanley  
    • Rob Morgan, Charles Stanley Chief Analyst, Charles Stanley  
    • Lisa Caplan, Foundation Financial Planning Director, Charles Stanley  
    • Chris Ainscough, Director of Asset Management, Charles Stanley  

      • For more information on Tax Year End, visit https://bit.ly/be-more-prepared 


      If you enjoyed the episode, you might like to check out our Learning Centre YouTube series. Each lesson covers a new investment topic, helping you to understand the basics, bust the jargon, and break down the barriers to investing.

      Investment involves risk.

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      Charles Stanley RadioBy Charles Stanley Wealth Managers
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