About the Event 

The agenda for the session will cover:-

• Brief Economic and Market Update
• Tax Year End Financial Planning Opportunities – A Call to Action?
• Effective Tax Planning is a year-round job. But it’s only at the end of the tax year that you have all of the information needed to use the allowances and reliefs available in a tax efficient way. This can be an opportunity to boost savings and reduce tax bills, but remember in most cases allowances not used before the end of the tax year will be lost.
• To help, Daryl will be providing guidance on how you can ensure you are making the most of the tax reliefs and allowances that are available to you before the tax year ends.
• Financial Wellbeing – Your Personal Balance Sheet

If you require a version with subtitles please contact tommy.boonham-payne@aps.org.uk

About the speaker

Daryl Dunnigan - Seed Financial Planning

Daryl has over 20 years experience in the financial services industry during which time he has held executive roles with one of the UK’s leading Pension and Investment houses, working with clients in Edinburgh and London.

He specialises in a life goals based approach to financial planning, building trusted relationships with clients to understand their financial ambitions.  He develops bespoke financial plans that allow his clients and their families reach their financial goals with control, clarity and confidence.