What You’ll Learn From This Masterclass
As the end of the tax year approaches, your tax allowances are at risk of being lost if they are not used in time. This webinar will provide a clear and practical overview of the key allowances available to individuals and business owners, including ISAs, pensions, and tax-efficient investments.
We will explain how these allowances work, who they are most relevant for, and how to prioritise them to improve your long-term financial situation, whilst also reducing unnecessary tax exposure.
✅ How to make the most of your ISA allowance and what changes are on the horizon
✅ Pension contribution opportunities, including personal, employer, and carry-forward allowances
✅ Understanding tax-efficient investment options such as VCTs and when they may be appropriate (and who for)
✅ Key end-of-tax-year planning considerations for business owners, directors, and high earners
✅ Common mistakes people make in the final weeks of the tax year
