Podcast #30: Top tax planning tips for the 2023 tax year-end – with Quilter’s Head of Tax and Trusts, Rachael Griffin

In this week’s IFA Talk podcast, we’re talking tax planning – especially capital gains tax. 

With the tax year end zooming into view, making sure that clients’ affairs are appropriately positioned from a tax point of view is high on advisers’ agendas. 

Sue and Brandon welcomed the ideal guest to talk to about this subject – it’s Rachael Griffin, Quilter’s Head of Tax and Trusts. Rachel is not only a tax expert but one with a sound grasp of the financial planning process too – something which comes through loud and clear during this conversation. 

Don’t miss a trick…

This conversation is packed with practical ideas that advisers can use with their clients to ensure that they are making the most of the various tax allowances available.  Whether it’s getting the lowdown on how Jeremy Hunt’s Autumn Statement changes are likely to impact capital gains or ways in which advisers can reassure clients that – when it comes to tax at least – it’s certainly not all gloom and doom – we strongly recommend that you invest some time listening to what Rachael has to say. 

Listen to the podcast here…

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Disclaimer

IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.

Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.