End of Year Tax Planning & Reforms on Buy-to-Let & Second Homes

St. James's Place Wealth Management City Office
3 Moorgate Place
London, EC2R 6EA

St. James's Place Wealth Management City Office

About Tom Broadway Wealth Management

Tom Broadway Wealth Management helps business owners & professionals to save tax, plan for retirement and grow and protect their wealth.

We invite you to join us for an evening on 'End of Year Tax Planning and Reforms on Buy-to-Let & Second homes at our city office, 3 Moorgate Place, London EC2R 6EA. 

With April the 5th rapidly approaching this talk gives insight into making the most out of tax-saving & investment opportunities available before the tax year end, plus the impending changes in taxation of Buy-to-Let and Second Homes and the affect on investors.


Topics covered include:

  1. Ensuring you have made use of the ISA allowance of £15,240
  2. Maximising contributions to your pension while uncertainty remains over future relief (this is particularly relevant for higher/additional rate tax payers)
  3. Reviewing whether you have unused annual pension allowances from 2012/13 tax year onwards
  4. Making contributions to a junior ISA to help children & grandchildren get a head start
  5. Taking advantage of your £11,100 Capital Gains Tax Exemption
  6. Making use of your small gifts exemptions or instigate regular gifts from your income to reduce Inheritance Tax (IHT) Liability
  7. Taking advantage of tax-free inter-spouse transfers to maximise CGT & Income Tax rate allowances
  8. Using your annual IHT gifting exemption for this and last tax year
  9. The effect of Stamp-duty Land Tax increases on the  Buy-to-let & Second Home market

Drinks will be served from 6.30pm with the presentation starting at 7pm.

Places are limited and if you would like to attend then please email me at tom.broadway@sjpp.co.uk

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