Harnessing your financial power 3 – Financial Planning in the New Tax Year

Join us for the third online session of the ‘harnessing your financial power’ series, presented by Laura Salter at Mazars LLP, where we will cover the common allowances that refresh on 6^th April and the key focus areas for the year ahead.

This event is hosted by Independent Women - a national IFA specialising in wealth management for women. Independent Women look at money through a female lens, in unique and creative ways, to provide an extraordinary financial planning, tax and investment experience.

Laura Salter: Laura is a Director and Chartered Financial Planner at Mazars LLP, responsible for leading the Birmingham Financial Planning team and for a wide range of Midlands-based clients. Laura specialises in building bespoke and holistic financial plans to help individuals achieve their short-term and long-term personal and financial objectives.

She has extensive experience in advising owner-managers and senior executives in businesses where personal financial planning, business planning, succession planning and inter-generational issues are interlinked. Her expertise includes retirement planning, tax mitigation and Inheritance Tax, investment planning and financial protection planning. She is well versed in the utilisation of cashflow modelling software to help clients to visualise different planning outcomes over time.

Other sessions in the series include:

Session 4: Planning Your Dream Retirement

Session 5: Protecting Your Legacy

The booking deadline for this event has now passed.
Please contact booking@womeninproperty.org.uk with any enquiries

Event Contact: Events Team