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201011 Plan Year  Form

201011 Plan Year Form

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welcome to kingdom co's wealth planning video today sarah lord managing director of killik charter financial planners will be discussing the end of the tax year what it means what financial and investment preparations you should make and future changes that may affect your plans sarah you're a charter financial planner who works with a range of clients on investment and wealth planning what does the end of the tax year mean to the typical investor the start of a new year is often a good time to review the structure of your wealth and in particular ensure that you've maximized all the tax planning opportunities before the end of the year on the 5th of april 2012. as with previous years 2011 was a year in which we saw the government make a number of changes to the personal financial system in the next few minutes i'll summarize some of the key changes that represent tax saving opportunities what's the main financial planning item to consider as we

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