Setting the scene
Informed Financial Planning are delighted to host a number of seminars for local professionals in 2025. Professionals in all capacities can attend these free sessions, which run every quarter and include guest speakers. The topics are chosen by you, for you.
Want to learn something new to share with your clients? Sign up via the link below to register your spot!
Date & Time
Thursday 10th April 2025 | 8:30 am – 10:00 am
Location
Informed Financial Planning, 8 Waterside Park, Hessle, HU13 0EG
Event Description
Chartered Financial Planner Charlie Hewson, will provide clarity on how the Autumn Budget has affected scope for tax planning, as well as exploring the growing appeal of alternative investments. Charlie will offer guidance on the 2025/26 allowances and restrictions applying to various tax wrappers.
Whether you’re a finance expert yourself or seeking fresh insights to navigate the new tax year, Charlie will cover all relevant aspects, aiming to enhance your knowledge. Don’t miss this opportunity to refine your understanding of post-tax year planning!
This event is for professionals in the legal, financial and insurance sectors only.
Learning Outcomes
- Gain clarity on how the Autumn Budget has affected scope for tax planning.
- Understand why investments, such as Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs), may become more popular.
- To understand the 2025/26 allowances across various tax wrappers, and any restrictions that may apply to these.
Speaker Details
Charlie Hewson APFS, Chartered Financial Planner, brings 6 years of financial expertise. Achieving Chartered status in 2023, he specialises in pensions, inheritance tax planning, and investment advice.
Register Here:
Please note, this form allows booking for one space at a time. If more than one person wishes to attend, each individual must register separately.
