Tax Budget

Recording details

As the current tax year draws to an end, professionals will have specific needs when it comes to their personal finances but may find that they don't have the time to focus on them. It's extremely important to ensure that you know what allowances you have available and how to use them effectively.

In partnership with the ICAEW, join Ann-Marie Atkins, Managing Partner and Lucinda Johnson, Director, as they talk tax year end, pensions and investing. You will also have the opportunity to get your questions answered by our experts.

Key take outs from this event:

  • What are your allowances and how to maximize these before tax year end
  • Learn about pensions, planning and protection
  • Investing - the importance of investing, asset allocation and understanding risk


Ann Marie Atkins
Managing Partner

Ann-Marie Atkins

Financial planning

Danielle Bamber Investment management

Danielle Bamber Bamber

Investment management

Important information

The value of investments, and the income from them, may go down as well as up and investors may not get back the amount originally invested.

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Time & Location

12:00 - 13:00 GMT

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