Investment and Tax Webinar: recording now available!

On Tuesday 20th April, we held a webinar providing an overview of the current financial landscape, how upcoming changes will affect you and tips to help you plan ahead for the next tax year and beyond.

There were a number of measures announced in this year’s Spring Budget 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.

Our webinar was hosted by Roy Thompson, Partner and Head of Financial Services at Carpenter Box Financial Advisers and David Crowter, Partner at Carpenter Box with special responsibility for R&D tax relief and capital allowances.

Topics they discussed included:

  • 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

Watch the webinar

If you missed the live webinar, you can watch the recording below:

The value of investments can go down as well as up and you may get back less than the amount invested.

For further information or advice, please get in touch with one of our team on 01903 534587.