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CPD Approx.1:00 Hours

P150 Financial Planning for Tax Year End

Speakers: Richard Lishman Bally Ark FCA CTA Julian Mobsby

  • About This Course

Having just filed your tax return for last year, and with the current tax year ending in April, this recorded webinar explores how to reduce your personal tax liability by helping you to understand the allowances available and how best to maximise them. It also explains what Government initiatives are available to attract reliefs and how to incorporate them into your personal and business financial planning.

 During this recorded webinar we discuss:

1.       Incorporation versus self-employment/partnership

2.       Business expenses

3.       Individual Savings Accounts (ISAs)

  • Cash ISA
  • Stocks & Shares or Investment ISA
  • Lifetime ISA
  • Innovative Finance ISA

 4.      Pensions

  • NHS
  • Personal Pension
  • Self-Invested Personal Pension (SIPP)
  • Small Self-Administered Scheme (SSAS)

 5.       Venture Capital Schemes

  • Venture Capital Trust (VCT)
  • Enterprise Investment Scheme (EIS)
  • Seed Enterprise Investment Scheme (SEIS)
  • Social Investment Tax Relief (SITR)

Learning Outcomes


To discuss:

  • The current tax regime and how it applies to you and your business
  • What your allowances are and how best to utilise them to help reduce your personal tax liability
  • What government reliefs are available, how to incorporate them in your planning and what they entail for you as a tax payer


On completion of this webinar you will understand the current tax regime, how to utilise your tax allowances and what government reliefs are available.

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