PIMFA Webinar: Supporting your clients with Year-end tax planning
Wealth Managers don’t have to resort to Black Friday deals to improve their service offering. Year-end tax returns provide the ideal opportunity for Wealth Managers to demonstrate value simplifying the tax return process of high-net-worth clients they serve.
In this FREE 60-minute webinar Aiden Corcoran, Personal Tax Senior at GoSimpleTax, explains how PIMFA member firms can, from a tax perspective, better serve their clients delving into Cryptocurrency whilst providing much-needed support on Inheritance tax and pensions.
In this webinar, we discuss how Wealth Managers can:
- Offer tax planning to boost the value of their service.
- Understand further serve and understand their clients’ needs regarding Crypto Tax and Pensions.
- Work with their HNW clients on inheritance tax and/or EIS, SEIS and VCT
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PIMFA Queries Compendium
This Queries Compendium represents PIMFA’s first publication bringing together a selection of the queries raised by our member firms over the past two years. The queries encompass a wide range of regulatory and operational topics, and we have included those that remain most pertinent and of continuing value to our membership.