Investment and Tax Seminar

Post-Budget Economic and Tax update

On 6 March 2024, Chancellor Jeremy Hunt will unveil the Spring Budget, setting the tone for the upcoming financial year and anticipated election. This event will offer an analysis of the post-Budget implications, an insightful overview of the evolving investment landscape and equip you with actionable financial and tax planning tips to help you plan ahead for the 2024/2025 tax year.

Details

Date: Thursday 14th March 2024
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.

Topics covered

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

Agenda

08.00: Arrival / welcome refreshments
08.30: Presentations
09.30: Q&A / networking
10.00: Event finish

Speakers

• Adam Burniston: Head of Core MPS Solutions, LGT Wealth Management
• Roy Thompson: Head of Financial Services, Carpenter Box Financial Advisers
• David Crowter: Partner and Head of Private Client Services, Carpenter Box

Location

Glyndebourne Suite, South Lodge Hotel, Brighton Rd, Lower Beeding, Crabtree, Horsham RH13 6PS