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UK Financial Adviser

Join us for a tax-related power session!

The complexity, sophistication and sheer volume of tax legislation, case law and practice have increased exponentially over the last decade or so, and most taxpayers are not even sure what they need to be aware of and what they can do to mitigate their liabilities. For this reason, we have decided to host a tax power session to address all the concerns you may have. 

Join us on the 4th or 6th of July for an informative tax-related power session, where you will have access to AWM’s award-winning qualified and experienced advisers and gain deeper insight into how you can easily integrate tax strategies into a diversified financial plan. 

We will post more information on the topics we will be discussing in these sessions. Topics include Retirement Planning Strategies, early Inheritance Tax Planning and the new world of Enterprise Investment Schemes (EIS) and Venture Capital Trusts (VCT) – both government approved tax efficient investments.  This will be your opportunity to receive easy-to-follow guidance on these tax matters.  Invite your friends and family for an informative few hours where you will gain deeper insight into the complicated world of tax. 

This is a free seminar that will be held in Surrey and for those who are unable to attend this local session, AWM has arranged to host another session in London. Spaces are limited so book now to avoid disappointment.

Request a No Obligation Chat with an Adviser