Investment and Tax Seminar: planning ahead for the new tax year

With the new tax year looming, now is the ideal time to review both business and personal finances and start making plans for the year ahead.

In last year’s Autumn Budget there were a number of measures announced that may have an impact on your future financial position. Managing your affairs in a complex and evolving tax system is a challenge that needs sound financial planning.

With the end of the tax year approaching, our Investment and Tax Seminar will provide an overview of the current investment landscape, explain how upcoming changes may affect you and deliver practical financial and tax planning strategies to help you prepare for the 2025/2026 tax year..

Register for our free seminar

Overview

Date: Wednesday 5th March 2025
Time: 8.00-10.00am
Venue: South Lodge Hotel, Brighton Rd, Lower Beeding, Crabtree, Horsham RH13 6PS

Tea, coffee and breakfast refreshments will be available.

Our expert speakers, David Crowter, Tax Partner at Carpenter Box, Roy Thompson, Head of Carpenter Box Financial Advisers and Henry Wilson, Partner at LGT Wealth Management, will leave you with some actionable tax and financial planning tips.

They will review the current financial landscape, how the Budget changes might directly affect you and help you to plan ahead for the next tax year and beyond.

Topics

• Response to the 2024 Autumn Budget
• Background to the current financial climate
• Making the most of your investment options
• Pension rule changes
• Financial planning examples
• Tax planning checklist

If you have any questions about this seminar please get in touch with one of our team on 01903 234094.