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Tax year end checklist

It is a time of uncertainty across the tax landscape with sizeable implications for pensions from 6 April 2024 (including the increased pension allowance and lifetime allowance reform), cuts to National Insurance and the outcome of the next Spring Budget on 6 March still unknown.

11/03/2024 - 12:00-13:00
|Webinar event

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Tax year end checklist
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Our tax-year end webinar, taking place in the aftermath of the Spring Budget, will explore any resulting tax changes along with a checklist of what you can do to maximise tax efficiency. Hear from our Personal Finance Analyst, Alice Haine, and Head of Coaching, Matthew Morgan, about how you can make the most of your tax allowances before this tax year draws to a close on 5 April 2024.

In this live webinar, Alice and Matthew will discuss:

  • How allowances are changing from 6 April
  • How to maximise your ISA and pension allowances before and after the end of the tax year
  • Gifting money in a tax-efficient way
  • Building a tax-saving strategy going forward

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Tax year end checklist

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11/03/2024 - 12:00-13:00 Webinar
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