Spring budget update plan your tax year

This session will reflect any changes in the spring budget when announced, what annual allowance changes to be considered and planning implications around personal allowance before they are lost and reset at the end of the tax year. This will include an overview of available ISA and pension allowances, highlighting the tax reliefs on offer while being mindful of changing legislation for higher earners and those with large pension pots.

The booking page will close at 11.59pm on Friday 19 April 2024.

Lots of people leave making their pension contributions right until the end of the tax year. In some circumstances this can mean you don’t have enough time to investigate what your full annual allowances could be to maximise them. By understanding your personal allowances with plenty of time before the end of the year, it gives you as much opportunity as possible to make use of them.