PIMFA
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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
Philip Allen
Head of Learning
PIMFA
Aiden Corcoran
Personal Tax Senior
GoSimpleTax
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