Ahead of the new 2023/24 tax year, we invite you to join us as we discuss:
• Tax year-end considerations
• Taking advantage of your ISA allowance
• Pensions and retirement planning
• The importance of having a financial plan
This session is educational and will provide you with some key considerations and practical takeaways which aim to help you feel more confident in your finances.
We encourage participation and will allow time to answer questions at the end of the session.