Member Tax Awareness sessions
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