End of tax year planning 2024/25
Join Liz Hardie, a Technical Specialist, in this webinar as she looks at the opportunities and considerations for financial advisers as we approach the end of a tax year.
About the webinar
Hear from Liz Hardie, Technical Specialist at Canada Life, on the opportunities and considerations for financial advisers as we approach the end of the tax year.
Broadcast on 29 January 2025, CPD 1 hour
Learning objectives
By the end of this session, you will be able to:
- Highlight recent changes in taxation legislation and assess how these impact your client’s holistic financial plans
- Discuss the tax efficient savings and vehicles available for client recommendations
- Explore the elements of financial planning and evaluate how recent announcements might alter traditional practices
About the presenter
As a member of the Canada Life wealth division, Liz provides pre-sale technical support in trusts, tax and estate planning to the distribution team and their advisers.
Liz is responsible for creating, reviewing, and delivering presentations and training sessions, both in person and online. In addition, she writes and reviews technical briefing notes and literature and provides support by answering emails and calls with technically accurate guidance.
Liz has more than 30 years’ experience in financial services and joined Canada Life in January 2022. Before this, Liz worked for SJP/Technical Connection and Prudential, providing various stakeholders with technical provision and advice guidance, answering complex queries, writing articles and delivering presentations and training.