Practical actions for the tax year end and beyond
Date and location
This event will be held at two locations. Please select your preferred date and venue when registering:
- South Lodge Hotel, Horsham: 8-10am, Thursday 5 March
- Harbour Hotel, Chichester: 8-10am, Thursday 12 March
Event details
Planning ahead of the tax year end is one of the most effective ways to improve financial outcomes, yet many opportunities are missed without timely advice. This seminar will focus on the current economic climate and practical financial and tax planning actions you can take around the end of the tax year, helping you make informed decisions, protect your wealth and plan with confidence for the year ahead.
Our tax and financial planning experts will share clear, actionable guidance on the key steps to consider as we move into the 2026/27 tax year, including investment, pension and inheritance tax planning opportunities that are available now or shortly after the year end.
Topics covered include:
- Current economic outlook
- Practical actions to consider before the tax year end
- Investment and pension planning opportunities for 2026/27
- Tax planning strategies and considerations for 2026/27
- Key highlights from the 2026 Spring Forecast and 2025 Autumn Budget
Tea, coffee and breakfast refreshments will be available.
Speakers
- Carpenter Box:
- David Crowter: Partner and Head of Private Client Services
- CB Financial Advisers:
- Roy Thompson, Head of Financial Services (Horsham event)
- Ross Baumann, Senior Financial Planning Manager (Chichester event)
- LGT Wealth Management:
- Henry Wilson: Partner, Senior Portfolio Manager (Horsham event)
- William James, Portfolio Manager (Chichester event)
