Date: Thursday 14 March
Time: 8.00 - 10.00am
Venue: South Lodge Hotel, Brighton Road, Lower Beeding, Crabtree, Horsham RH13 6PS
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.
Topics covered include:
- 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
The event will be a great opportunity to ask any questions that you may have about planning for the tax year ahead. Breakfast refreshments will be available.