Episode 16 – Personal Allowance – 06.03.23
As the end of the tax year is fast approaching, we are joined by one of CBW’s Financial Planning Advisers, Jason Toumba, who looks forward to the 2023/24 tax year, discussing what tax allowances are available to individuals: the changes in personal tax, capital gains and dividends and with some easy steps, reducing your tax liability.
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Please note that anything discussed in this podcast should not be construed as advice.
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CBW Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. FCA registered number is 182357. Registered in England. Registered number is 3224548. Registered office is 10 Lower Thames Street, London, EC3R 6AF. CBW Financial Planning Limited is a related business of CBW 2022 LLP. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk. The value of investments and the income from them can fall as well as rise. You may get back less than you originally invested. Past performance is not a reliable indicator of future results.
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