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Tax Year End Toolkit - Landing Page

The path to a successful tax year end!

What will we be covering?

An opportunity to hear from the Blackfinch team who will provide all the key information you need for a successful tax year end, with helpful tools you can take back to your team and use with clients to enhance your all-important consumer duty outcomes.

This CPD qualifying session is designed to help you identify relevant clients early so you still have the time to hold meaningful conversations and walk through real-world client scenarios to gain a stronger understanding of the tax savings that can be made. Hints and tips on processing applications in the most efficient way will feature alongside information on the key deadlines and discounts available, ensuring that this will be the most valuable hour of your day.

The investment team will be dedicating some time to help answer any burning questions, so please bring these along to gain additional insights from our experts.

We look forward to welcoming you so we can set you on the path to success as tax year end approaches.

This event is designed for financial advisers or paraplanners and will be eligible for structured CPD should you consider this relevant to your professional development needs.

 

Meet the speakers

Nic Pillow

Dr. Nic Pillow

Senior Ventures Manager


Nic is an entrepreneur and leader in B2B technology. He co-founded his own startup, Rhizome Live, a Software-as-a-Service business in the Education Tech sector. He raised £400k and gained access to a top accelerator.

Prior to that he led a global team at Nokia which exercised portfolio control over 15 of their software products that grew in annual revenue from £50 to £250 million. Previously Nic held roles including Product Manager at Logica and Solution Architect at Portal Software.

Nic holds a first-class degree in Engineering & Computing from the University of Oxford and a Ph.D. in Computer Vision from the Robotics Research Group at the University of Oxford.

 

 

 

Tim Wynn-Jones-2

Tim Wynn-Jones

Head of Energy Transition


Tim's background ranges from solar and onshore wind farm financing and development to corporate energy supply agreements and the deployment of low carbon technologies across homes and businesses.

Tim holds an MSc in Sustainability and Corporate Responsibility and has previously held senior roles across business and product development for a major UK utility, managing a department of 55 FTE and contracted revenues of more than £160m.

Immediately prior to joining Blackfinch, Tim founded his own consultancy business advising investors, energy companies and businesses across the energy transition. Through this consultancy he supported both Blackfinch’s Energy and Ventures teams, and he continues to serve on the investment committee for the listed IFSL Blackfinch NextGen Infrastructure Fund.

 

Dominque Butters

Dominique Butters

Executive Business Development Manager


Dominique joined Blackfinch in October 2016, bringing over 27 years’ of financial services experience.

Dominique’s career began at Lloyds Bank in 1989, working as an adviser for ten years before moving to Towry Law as an independent financial adviser. She then spent five years at Clerical Medical specialising in Inheritance Tax planning and eight years at Octopus Investments. Dominique is well known and highly respected for her technical knowledge and openness in helping advisers work effectively with professional connections.