In this video Tina Bishop, Private Client Tax Director at Azets and Graeme Dreghorn, Director at Azets Wealth Management discuss year end planning and the importance of understanding your personal tax position.
www.azets.co.uk
This video was recorded on 3 October, and all views were expressed at time of recording. Please seek advice before taking action or inaction based on the content.
Azets Wealth Management are independent, with no links to any bank, investment provider or insurance company. We are regulated by the Financial Conduct Authority (FCA) and free to shape financial plans that are unconstrained by any obligation. From pensions to investment portfolio management, we offer solutions that are drawn from the whole of the market. The Financial Conduct Authority do not regulate tax planning. The information contained within this video is based on our understanding of legislation, whether proposed or in force, and market practice at the time of writing. Levels, bases and reliefs from taxation may be subject to change. The information contained within this video is for guidance only and does not constitute advice which should be sought before taking any action or inaction.