Plan ahead for the new tax year
Preparing for the future can feel daunting, particularly in today’s ever-changing environment. With the end of the tax year approaching, 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 prepare for the 2025/2026 tax year.
Details
Date: Wednesday 5th March 2025
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
- Response to the 2024 Autumn Budget
- 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
- Henry Wilson: Partner, Senior Portfolio Manager, 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
Gladstone Suite, South Lodge Hotel, Brighton Rd, Lower Beeding, Crabtree, Horsham RH13 6P
