APS Money Matters - February Finances

Date: Friday 3 February 2023
This was an on-line event.
Topic: Finance

About the Event 

The agenda for the session will be:-

• Brief Economic and Market Update
• Tax Year End Financial Planning Opportunities – A Call to Action?
• Effective Tax Planning is a year-round job. But it’s only at the end of the tax year that you have all of the information needed to use the allowances and reliefs available in a tax efficient way. This can be an opportunity to boost savings and reduce tax bills, but remember in most cases allowances not used before the end of the tax year will be lost.
• To help, Daryl will be providing guidance on how you can ensure you are making the most of the tax reliefs and allowances that are available to you before the tax year ends.
• Financial Wellbeing – Your Personal Balance Sheet

Cost

Members: Free

Non-members: £10.00