The run up to the tax year end is a good time to consider tax planning to maximise the use of an individual’s allowances, reliefs and exemptions for the current tax year. With the end of the tax year on April 5th 2022, some of these will be lost if not used. For those who currently pay income tax at the higher rate (40%) and additional rate (45%), tax planning is vital as a means of minimising tax payable and so maximising net income, capital gains and wealth.

Join us on Tuesday 22nd February at 10am for an exclusive webinar which we will be holding in collaboration with Luis Villar BSc MCSI, Chartered Wealth Manager at Chamber member St James’s Place Wealth Management.

The session will discuss the main planning opportunities open to UK resident individuals and businesses for the tax year 2021/22 and look at strategies and disciplines which could be put in place to minimise tax in 2022/23.

This webinar will cover:

  1. Income tax planning
  2. Capital gains tax (CGT) planning
  3. Pension planning
  4. Inheritance tax (IHT) planning
  5. Business taxation planning

Following Luis’ talk there will be a live Q&A during which you will be able to ask any questions that you might have. 

Tuesday 22nd February, 10:00-11:00 UK time / 11:00-12:00 mainland Spain time




About the speaker:

Luis is a financial advisor and chartered wealth manager that helps individuals, families and businesses achieve their personal and financial goals through bespoke, holistic financial planning and investment advice.
He works with city professionals, CEOs, company directors, individuals, families, and businesses; and his goal is to help his clients make well informed, positive decisions that will stand the test of time. His expertise includes pensions and investment, protection, corporate financial, estate and tax planning, as well as working with Spanish individuals and companies resident in the UK. 




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