{"id":57370,"date":"2026-06-30T09:28:29","date_gmt":"2026-06-30T09:28:29","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/?p=57370"},"modified":"2026-06-30T09:33:42","modified_gmt":"2026-06-30T09:33:42","slug":"webinar-tax-efficient-investing-a-mid-year-check-in","status":"publish","type":"post","link":"https:\/\/www.rbcwealthmanagement.com\/en-uk\/insights\/webinar-tax-efficient-investing-a-mid-year-check-in","title":{"rendered":"Webinar: Tax-efficient investing \u2013 a mid-year check-in"},"content":{"rendered":"\n
\n
    \n
  • Originally broadcast: <\/strong>Thursday 25 June 2026<\/li>\n\n\n\n
  • Duration:<\/strong> 30 minutes<\/li>\n<\/ul>\n\n\n\n

    The mid-year mark is an ideal time to take stock of your financial position and explore opportunities to optimise your wealth. With tax rules constantly evolving and personal circumstances shifting, staying informed has never been more important.<\/p>\n\n\n\n

    Whether you\u2019re thinking about your retirement, planning to pass on wealth to the next generation, or simply looking to make your money work harder, understanding your options is the first step towards achieving your goals.<\/p>\n\n\n\n

    In this practical session, we explore how you can:<\/p>\n\n\n\n

      \n
    • Make the most of your allowances to grow your wealth<\/li>\n\n\n\n
    • Invest with purpose while taking advantage of available tax reliefs<\/li>\n\n\n\n
    • Plan for a comfortable retirement tax-efficiently<\/li>\n\n\n\n
    • Leave a lasting financial legacy<\/li>\n<\/ul>\n\n\n\n

      Watch our webinar to gain clarity on the strategies that could make a real difference to your financial future<\/h4>\n\n\n\n

      Hosts:<\/h5>\n\n\n\n
      \"Zoe<\/figure>\n\n\n\n
      Zoe Gillespie<\/strong><\/h5>\n\n\n\n

      Zoe is a Senior Director, Wealth Manager, who began her career in financial services over 20 years ago. She works directly with private individuals and puts good client relationships at the heart of everything she does. She is a Fellow of the Chartered Institute for Securities and Investment.<\/p>\n\n\n\n

      \"Daniel<\/figure>\n\n\n\n
      Daniel Hough<\/strong><\/h5>\n\n\n\n

      Daniel is a Director, Wealth Manager, providing advice to both individuals and families on pensions, wealth protection, ISAs and estate planning. He’s focused on helping clients identify and meet their investment objectives, no matter the changes to financial legislation or prevalent market conditions.<\/p>\n\n\n\n

      \n\n\n\n

      The value of investments, and any income from them, can fall and you may get back less than you invested. This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. You should always check the tax implications with an accountant or a tax specialist. Information is provided only as an example and is not a recommendation to pursue a particular strategy.<\/strong><\/p>\n\n\n\n

      \n\n\n\n

      Watch the recording<\/h2>\n\n\n\n\t\t\t
      <\/div>\n\n\t\t\t\t\t\t\t\t
      <\/form>\n\t\t\t\t\t<\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"

      Learn how to make the most of your tax allowances and grow your wealth with confidence by watching our webinar with wealth management specialists, Zoe Gillespie and Daniel 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