UK Financial Adviser

On the 23rd February, please join us and one of our most experienced advisors Claire Calder for 45 minutes to 1 hour to talk through the Tax Year End and what this means for you.

In a detailed webinar where Claire will discuss preparations to make for the tax year end and how to do this, consideration of limits and how to use them beneficially. With supportive calculations and examples and changes for 2023 consider this your helping hand for the upcoming Tax Year End, we hope to see you then!


  • Preparations for Tax Year End
  • Considerations of Limits and how to use them
  • Calculations and examples
  • Changes for 2023-24

Join Claire on the 23rd of February for 45 minutes to 1 hour to get a better understanding of how to efficiently make use of your tax limits for the tax year end.

Please email for any questions.


Contact Us For More Info

Ascot Wealth Management Limited is authorised and regulated by the Financial Conduct Authority reference 551744. Our registered office: Scotch Corner, London Road, Sunningdale, Ascot, Berkshire, SL5 0ER. Registered in England No. 7428363. Unless otherwise stated, the information in this document was valid on 3rd February 2017. Not all the services and investments described are regulated by the Financial Conduct Authority (FCA). Tax, trust and company administration services are not authorised and regulated by the Financial Conduct Authority. The services described may not be suitable for all and you should seek appropriate advice. This document is not intended as an offer or solicitation for the purpose or sale of any financial instrument by Ascot Wealth Management Limited. The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2017 Ascot Wealth Management Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used. 

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