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Canada Life: Planning for the tax year

tax and trust webinars for financial advisers and paraplanners

25 Feb 2014

As one tax year draws to a close and another one gets underway, tax planning is very much on the agenda for financial advisers and their clients. At Canada Life, our award winning ican technical services team are running a number of webinar events over the next month, aimed at assisting you to make the most of tax planning opportunities.

Each event will last approximately 45 minutes and will include a presentation exploring tax planning opportunities including use of allowances, pension and ISA contributions and more. Participants of these webinars will also have access to a range of checklists and support material which can make writing business easier at this busy time of the year. 

To register, simply click on the relevant date for the event you would like to attend:

Wednesday 5 March, 9.30 – 10.15

Tuesday 11 March, 9.30 – 10.15

Tuesday 25 March, 10.00 – 10.45 

All attendees will receive a CPD certificate by e-mail after each event.

 

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