Investment and Tax Webinar: Reviewing your financial position

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 this year’s Spring 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.

The volatility of the financial markets as a consequence of Coronavirus and Brexit has made it even more difficult to forward plan. Our Investment and Tax Webinar will help you to make the right financial decisions for both your business and your own finances.

Overview

Date: Tuesday 20th April 2021
Time: 12.00-13.00
Delivery: Zoom (registration required)

Our expert speakers, David Crowter, Tax Partner at Carpenter Box and Roy Thompson, Head of Carpenter Box Financial Advisers 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

• Budget updates: what do they mean?
• Changes to pension allowance and private pension age
• Why it’s important to continuously monitor your financial plans
• Future planning considerations

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