Webinar: Year End Personal Tax Planning

At our webinar on 10 March 2022, our tax and wealth management specialists discussed a variety of personal tax planning opportunities for the 2022/23 tax year. These included:

  • ISAs and other tax allowances for your savings
  • Reviewing the return you’re receiving on your capital
  • Making use of your personal allowances within a couple
  • Using your annual tax-free allowances when making financial gifts or pension contributions
  • tax-free childcare
  • Ensuring your will is up to date and tax efficient
  • The benefits of electric cars

The slides from the webinar are available here.

Thank you to everyone who submitted questions during the webinar. For any questions that we didn’t cover, you’re welcome to get in touch using our enquiry form. We’d be pleased to help.

Our YouTube channel has recordings of our previous webinars.

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BKL Wealth Management Limited is an appointed representative of Vintage Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority. FCA number 593380.



Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.


Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.


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