#FinanceFriday | Your Tax Year-End Checklist: Complete before April 5th!
13 February 2026 11:00
Are you ready for the end of the tax year? As the end of the tax year approaches, the actions you take now can make a meaningful difference to your financial position. In our webinar, Your Tax Year-End Checklist: Complete before April 5th!, guest speaker Arun Johal, Wealth Manager at AAG Wealth Management, will guide you through the essential allowances and opportunities available before 5 April. You’ll learn how to make the most of your ISA, pension, and gifting allowances, and how each can be integrated into a clear, strategic plan that supports long-term growth and tax efficiency. Whether you're assessing your current arrangements or seeking smarter ways to optimise before the deadline, this session will equip you with the practical insight needed to act with confidence and strengthen your financial future.
What you’ll learn:
You’ll learn the core allowances and reliefs relevant for the 2025/26 tax year, how they work, and where individuals often miss valuable opportunities. The session will explore areas such as ISA contributions, pension allowances, gifting rules and capital gains considerations, focusing on how to use each of them to enhance overall tax efficiency. You’ll also gain practical guidance on how to prioritise your actions as Tax Year End approaches, helping you build a more structured and proactive financial strategy.
Timings:
11:00 – 11:15 | Keynote with Arun Johal
11:15 – 11:30 | Moderated Q&A
Who should attend:
This session is for people looking to make the most of their tax year end opportunities. You should attend if you want to understand how to use your ISA, pension, or gifting allowances more effectively, or if you’re reviewing your overall financial position ahead of 5 April. It’s particularly valuable for individuals aiming to improve tax efficiency, optimise their investments, or ensure they are making informed decisions before allowances reset. Whether you're new to financial planning or refining an existing strategy, this webinar will help you take well-timed, confident steps to strengthen your financial outlook.
