Book onto a webinar here

There’s no denying that choosing a good place to save your money has become something of a guessing game. With unpredictable interest rates, ‘bonuses’ for switching accounts and tax relief available at every turn, it’s no wonder that so many individuals don’t bother moving their savings at all!

In this 30 minute session we will help you to understand the potential bonuses and tax top ups that are available to boost your savings, whether its for your first home, saving for retirement, in shares or ISAs. We'll discuss why its so important to understand how tax works - when you'll pay it and how much. We will also cover some other aspects of tax relief for other key scenarios - when you inherit, or pass money onto dependants yourself.

We won’t give you financial or tax advice but we will focus on:

  • How to calculate your ‘net’ (after tax) savings position;
  • The different times tax might be payable.
  • The bonuses and tax top ups available from different saving options.
  • Comparing different ways of saving including the bonuses.
  • Other considerations apart from tax.

At the end of the session you will feel better able to make confident decisions about your future savings strategy and have more peace of mind your savings are working as hard as possible.

These webinars will take place in September 2022 and are available to book now!

We are not Independent Financial Advisers (IFAs) and nothing on this website should be construed as independent financial advice. If you feel you would benefit from speaking to an IFA about your personal circumstances, you can find out more information here