Fit Finance Sessions

The Adviser Fit Finance Sessions: Principal Planning Ideas for the New Tax Year

April 14, 2021 Efficient Portfolio Season 4 Episode 15
The Adviser Fit Finance Sessions: Principal Planning Ideas for the New Tax Year
Fit Finance Sessions
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Fit Finance Sessions
The Adviser Fit Finance Sessions: Principal Planning Ideas for the New Tax Year
Apr 14, 2021 Season 4 Episode 15
Efficient Portfolio

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners go through some planning ideas to set up the new tax year in the most profitable and tax efficient way possible.

 If you've got any financial topic that you'd like to see covered, please get in touch at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.

Show Notes

In this week’s Adviser Fit Finance Sessions podcast, Efficient Portfolio’s Financial Planners go through some planning ideas to set up the new tax year in the most profitable and tax efficient way possible.

 If you've got any financial topic that you'd like to see covered, please get in touch at hello@efficientportfolio.co.uk and we will try to incorporate this into a future podcast.