Member Tax Awareness sessions

Length 1hr30

Over the course of a 90 minute group session, a financial consultant will guide you through an overview of:

  • tax charges – the calculations and how they’re applied
  • your responsibilities
  • pension savings information required for self-assessment
  • key dates that must be met when providing information
  • payment options
  • signposting to other sources of help and advice

Meaning that you’ll leave knowing more about taxes on pensions and what you need to do about it.

You may also require an individual meeting. If you do, you’ll receive a printed version of your discussion and a summary of any analysis findings.

To find out more about how our sessions can help you, all you need to do is call Katie. 

Please note that these sessions only provide an overview. For individual tailoring and financial advice, we advise that you either contact your Tax Advisor, or, if you don’t already have one, find one

Upcoming Courses

Course title Location Duration Date(s)
Member Tax Awareness sessions Birmingham 1hr30 - 9.15am start 5 Sep 2018 Book
now
Member Tax Awareness sessions Liverpool 1hr30 - 9.30am start 12 Sep 2018 Book
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Member Tax Awareness sessions London, E14 5GL 1hr30 - 9.15am start 24 Sep 2018 Book
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Member Tax Awareness sessions London, E14 5GL 1hr30 - 11.15am start 24 Sep 2018 Book
now
Member Tax Awareness sessions London, E14 5GL 1hr30 - 9.15am start 26 Sep 2018 Book
now
Member Tax Awareness sessions London, E14 5GL 1hr30 - 11.15am start 26 Sep 2018 Book
now
Member Tax Awareness sessions London, E14 5GL 1hr30 - 9.15am start 2 Oct 2018 Book
now
Member Tax Awareness sessions London, E14 5GL 1hr30 - 11.15am start 2 Oct 2018 Book
now
Member Tax Awareness sessions Edinburgh 1hr30 - 9.15am start 11 Oct 2018 Book
now