#FinanceFriday | Mid-Tax Year Update: Your Mid-Year Financial Check-In
24 October 2025 11:00
The midpoint of the tax year is the ideal time to take stock of your financial progress and refocus your strategy. Mid-Tax Year Update: Your Mid-Year Financial Check-In, will highlight the steps you can take between now and the end of the tax year in April to make sure your money is working efficiently. Whether you're looking to make the most of your allowances, revisit your investment approach, or respond to potential changes in policy, this session will help you plan with purpose and precision.
What you’ll learn:
This session will explore how to assess your use of annual allowances for ISAs, pensions, and Capital Gains Tax, as well as how to spot opportunities for efficient income planning and investment strategy adjustments. You’ll also learn why mid-year reviews are essential for making proactive, tax-smart financial decisions and ensuring your plans remain aligned with your goals.
Timings:
11:00 – 11:15 | Keynote with James Wilson
11:15 – 11:30 | Moderated Q&A
Who should attend:
This webinar is ideal for anyone looking to stay in control of their finances through the second half of the tax year. Whether you're working toward investment goals, planning ahead for retirement, or making sure you're on track with allowances, this mid-year check-in will help you make timely, informed decisions.
