Webinar: Four tax-efficient ways to manage your wealth in 2025

	Originally broadcast: Wednesday 26 February
	Duration: 30 minutes

As we approach the end of the tax year, now is the perfect time to review your finances and make sure you’re making the most of your tax allowances. However, navigating a changing financial landscape can be difficult, which is why it’s essential to understand the opportunities that are available.

In a study by RBC, 70% of those questioned said they needed more guidance on tax efficient wealth planning¹, which is where this webinar could help. We explored a number of topics including:

• Making the best use of your allowances to grow your wealth
• Preparing for retirement tax-efficiently
• How you can leave a financial legacy
• How to invest in a tax efficient way.

Hosts: Zoe Gillespie and Daniel Hough

Zoe Gillespie

Zoe is a Divisional Director who began her career in financial services over 20 years ago. She works directly with private individuals and puts good client relationships at the heart of everything she does. She is a Fellow of the Chartered Institute for Securities and Investment.

Daniel Hough

Daniel is a key member of the Financial Planning team in Glasgow, providing advice to both individuals and families on pensions, wealth protection, ISAs and estate planning. He’s focused on helping clients identify and meet their investment objectives, no matter the changes to financial legislation or prevalent market conditions.

The value of investments can fall and you may get back less than you invested. This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. You should always check the tax implications with an accountant or tax specialist. Information is provided only as an example and is not a recommendation to pursue a particular strategy.

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