#FinanceFriday | Planning with Purpose: Completing Your Self-Assessment
16 January 2026 11:00
Filing your Self-Assessment Tax Return doesn’t need to be a source of frustration. In this webinar, Planning with Purpose: Completing Your Self-Assessment, with guest speakers Jack Beckett, Chartered Wealth Manager at AAG Wealth Management, and Peter Evans, Owner & Tax Director at Pink Affinity, will provide clear, expert-led guidance designed to help you take control of your financial obligations with ease. You’ll gain practical insights into creating a smooth, well-organised process that supports better decision-making throughout the year. Whether you’re managing multiple income sources or simply looking to refine your approach, this session will help you build a reliable structure for timely, accurate filing.
What you’ll learn:
You’ll learn the key dates to note for 2026, the essential requirements for completing a Self-Assessment, and the common errors that even experienced filers can overlook. The session will also cover strategies to ensure you’re making full use of available allowances and maintaining clear, well-prepared records that support confident year-round planning ahead of the Tax Year-End on 5th April.
Timings:
11:00 – 11:15 | Keynote with Jack Beckett & Peter Evans
11:15 – 11:30 | Moderated Q&A
Who should attend:
This session is ideal for anyone who may be required to complete a Self Assessment tax return, whether or not they already pay tax through PAYE. You should attend if you earn more than £1,000 from self-employment or side-hustles (including income from social media), receive rental income, or may be affected by the High Income Child Benefit Charge. It’s also relevant if you have untaxed income such as significant savings interest or foreign income, have sold assets that could trigger Capital Gains Tax, or earned over £150,000 from employment in the 2023/24 tax year. Finally, if HMRC has contacted you directly asking for a return, this session will help you understand your obligations and next steps.
