Tax Planning – How to optimise your financial wellbeing

Join us online via zoom with our guest speaker Jonathan Bardolph FCCA from Accountably Ltd

What to expect – Jonathan and Andy Hara from Cathedral Wealth Management Look at the interaction of different taxes, and how to create a strategic tax plan.

Who is Jonathan Bardolph?

Jonathan joined Accountably Ltd in 2018 and has worked in public accountancy practice since 2003. He was awarded Fellowship of the Association of Chartered Certified Accountants in 2009 and additional membership into the Institute of Chartered Accountants in England and Wales in 2023. Jonathan enjoys supporting owner managed businesses as they develop, continually look for ways to mitigate their taxes and believe good communication is key for business relationships.

In our latest free webinar we will discussing these points;

• Proactive Tax Planning
• Understanding the essential elements of tax planning
• The interaction of different taxes for the best outcome
• Strategic planning and timing
• Creating Continuous Communication

Click here to register for this event or for any enquiries about this webinar contact emma.shepherd@sjpp.co.uk

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.