clarityON
Introducing clarityON, the podcast that illuminates the world of finance. Join us as we delve into the complexities of the market, unravel the mysteries of pensions, and explore all things related to wealth management.
In each episode, our team including chartered financial planners, investment managers and paraplanners will share their expertise and real-world experiences, ensuring you stay ahead of the game in the world of finance.
But clarityON goes beyond numbers and charts; we're passionate about demystifying complex financial concepts and making them accessible to all. We believe that financial literacy is the key to unlocking your true wealth potential.
Subscribe now to clarityON or find out more at www.claritglobal.com and remember, when it comes to wealth management, clarity is key!
Performance Disclaimer:
Past performance is not an indication of future performance. The value of your investments can go down as well as up.
Legal Disclaimer:
Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone.
All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice.
clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information.
Please contact your financial adviser if you require further support or assistance with any of the topics raised.
clarityON
Tax Year End Planning 2024/25
With the tax year-end fast approaching, now is the time to make the most of your allowances and tax-efficient strategies. In this episode of the clarityON Podcast, Francisca (Kika) Ferreira is joined by Naomi Kewell, a Chartered Financial Adviser at clarity, to break down everything you need to know before the Tax Year End, April 5th deadline.
Key topics covered:
- Maximising pension contributions and tax relief
- Using ISAs to build a tax-efficient investment portfolio
- Capital Gains Tax strategies to minimise liability
- Higher-risk investments like VCTs and EIS – are they right for you?
Resources:
Read our full Tax Year-End Guide
Listen to our January episode on VCTs & EIS
Need personalised advice? Book a free consultation at clarityglobal.com
Tune in to gain practical insights and ensure you’re making the most of the opportunities available before the tax year closes! Don’t forget to subscribe, leave us a review, and stay tuned for our next episode.
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Performance Disclaimer:
Past performance is not an indication of future performance. The value of your investments can go down as well as up.
Legal Disclaimer:
Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone.
All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice.
clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information.
Please contact your financial adviser if you require further support or assistance with any of the topics raised.