SPA UK – Financial Talk – Tax Planning with Dipesh Shah – 14th March 2023

Maximising this year’s tax allowance.

The Presentation will cover:

– The talk will cover the following
– Don’t let your tax allowances go to waste
– Which financial goals are most important to us
– Invest in an ISA
– Helping children for their future
– Keeping ahead of inflation
– ISA allowances for 2022/2023
– Personal Savings Allowances
– Watch out for the 60% trap
– Pension
– important for a happy retirement
– Why invest in a pension
– Inheritance tax planning –
Do not get caught up on the Capital Gains Tax
– Dividend allowance is being reduced
– Tax year end checklist

Presented by Dipesh Shah DIP PFS, MSc, BA(Hons)
Company Director and Wealth Manager
Oakdale Financial Services Ltd
(Senior Partner Practice of St. James’s Place Wealth Management)