Smart planning for the current financial year
Preparing for the future can feel daunting, particularly in today’s ever-changing environment. This 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 maximise opportunities in the 2025/26 tax year.
Details
Date: Thursday 8th May 2025
Time: 8.00-10.00am
Venue: Harbour Hotel Chichester, 57 North Street, Chichester, West Sussex PO19 1NH
Tea, coffee and breakfast refreshments will be available.
Topics covered
- Round up of the 2025 Spring Forecast and Budget 2024
- Tax planning update 2025/26
- Making the most of your investment options
- Pension rule changes
- Financial planning examples
Agenda
08.00: Arrival / welcome refreshments
08.30: Presentations
09.30: Q&A / networking
10.00: Event finish
Speakers
- Ross Baumann: Senior Financial Planning Manager, Carpenter Box Financial Advisers
- David Crowter: Partner and Head of Private Client Services, Carpenter Box
Location
Harbour Hotel Chichester, 57 North Street, Chichester, West Sussex PO19
