Register to attend our latest live webinars

At Wellesley Wealth Advisory, we’re thrilled to offer a series of complimentary live webinars on key topics aimed at supporting you and your family and protecting your wealth at key life moments.

These live webinars will last for one hour, which will include time for you to ask questions. To register to attend, please select from the events listed below.*

*By registering to attend this event, you are consenting to us contacting you.

10th

March 2021

10am

Speakers

Samantha Kaye
Amy Beecroft

Beginner’s Guide to Tax Year-End Planning – Webinar

Wherever you are on your financial journey, it’s important that you’re getting the right advice on planning for a secure future. This webinar will cover the key things to think about before the end of the current tax year, how to maximise your tax allowances and how to hit the ground running for the new tax year.

Register

About Your Speakers

Samantha Kaye

Samantha Kaye, Wellesley Wealth Advisory

Samantha joined Wellesley having spent 20 years working in a pensions legal and technical environment. During this time she’s provided a variety of St. James’s Place Practices and their advisers with detailed assistance, helping to formulate plans for their clients and deal with technically complex pension schemes.

Samantha now wishes to help her own clients by focusing on pensions, investments and Inheritance Tax planning. She’s a Chartered Financial Planner, and an Associate Member of Resolution.

Out of hours: Samantha is married with two children, Alex and Sophie. In her spare time she is busy with the family, but tries to get to the gym when she can!

Samantha Kaye

Amy Beecroft FCA, Chartered Accountant

Amy is a sole practitioner with an interest in supporting local businesses. Based in Lindfield, near Haywards Heath in West Sussex, she provides a range of quality services at local prices. She can help with everyday activities such as bookkeeping, VAT returns, statutory accounts and tax compliance, as well as management accounts, one-off reviews and general business advice. She offers a friendly, flexible and knowledgeable resource for businesses.

Out of hours: Amy runs her practice from home, alongside chasing after two lively children and one just-as-lively husband. This allows her to balance both work and family and be part of her local community at the same time. She’s also a big fan of cake and a cup of tea, and will watch almost all sports, given the chance!

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