House of Killik Esher is running a Financial Wellbeing Month February to March, providing support and resources to help navigate the end of the tax year and changes from the Budget. Our in-house Financial Planner will be available for drop-in sessions for anyone wanting a complimentary portfolio review or to ask questions on tax changes on any of the following dates between 8am -5.30pm:

Thursday 20^th February

Wednesday 26^th February

Friday 14^th March

Additional resources available:

• An updated tax rate guide. 
• The latest edition of Confidant (Killik & Co’s quarterly magazine), packed with top tips and a focus on ‘Looking ahead’ after the Chancellor’s Autumn Budget.
• A recording of their latest webinar ‘The Autumn Budget’. Click here to view. 

To receive the latest edition of Confidant and their updated tax rate guide, or to arrange a time to speak to an Adviser at another time , please email lucy.roshier@killik.com.

Capital at risk. Past performance is not an indication of future performance. Tax treatment depends on individual circumstances and may change in future.