#FinanceFriday Plan Today, Thrive Tomorrow | When to use Pension / ISA Allowance
14 February 2025 11:00
Explore the key benefits of ISAs and pensions to understand how each can contribute to a tax-efficient financial strategy. This session will balance your options to align with your goals and maximise your savings potential. Plan Today, Thrive Tomorrow: When to Use Pension / ISA Allowance is the second webinar in our three-part Tax Year End series, focusing on two of the most powerful, tax-efficient savings tools available – Pensions and ISAs. In this session, we’ll explore the strategic benefits of contributing before the tax year end on 5 April, helping you decide when and how to utilise your allowances for maximum financial gain. Whether you’re building your retirement fund or saving for other goals, understanding contributions can set you on the path to long-term financial freedom.
What you’ll learn:
This session will provide actionable insights for making strategic contributions and dive into the specifics of Pension and ISAs, explaining how to make the most of your annual allowances. You’ll learn how contributing to pensions can reduce your taxable income while boosting your retirement savings, and how maximising ISA contributions can grow your money tax-free. We’ll also discuss the key differences between the two, helping you determine which option best aligns with your financial goals.
Timings:
11:00 – 11:15 | Keynote with Tom Norton
11:15 – 11:30 | Moderated Q&A
Who should attend:
This webinar is ideal for individuals looking to optimise their retirement savings, take advantage of tax-efficient growth opportunities, and anyone interested in understanding how to make the most of their Pension and ISA allowances ahead of the tax year-end. Whether you're just starting or are well into your saving journey, this session will provide valuable insights for all.
