Maximise allowances to minimise tax

The Autumn Budget 2025 introduced key changes that could impact your income, investments, and estate planning. With frozen tax thresholds, rising property taxes, and pension reforms on the horizon, now is the time to act.

We break down the latest announcements and share essential steps to optimise your financial position.

What we will cover

• Making the most of current tax allowances.
• Income tax freeze and its impact.
• Rising taxes on dividends, savings, and property income.
• Pension contributions and salary sacrifice options.
• Pension death benefits and Inheritance Tax changes.
• ISA reforms and savings strategies.
• Inflation, interest rates, and market outlook.
• Property tax updates and future risks.

Who should attend

This session is for anyone who wants to make the most of their allowances, stay ahead of tax changes, and plan effectively for pensions, savings, and estate matters.

Timings and Location

08:30 Event registration
09:00 Event starts
10:00 Questions, networking and close

131 The Promenade
Cheltenham
GL50 1NW

Find us

Cost

There is not cost to attend this event

Register now