#FinanceFriday | Your Money in 2026: Strategies for the New Tax Year
10 April 2026 11:00
As a new tax year approaches, it’s a natural moment to pause, reflect, and make sure your finances are supporting the life you want to build. In this webinar, Your Money in 2026: Strategies for the New Tax Year, guest speaker Ian Craigie, Chartered Wealth Manager at AAG Wealth Management, will help you understand the key changes, choices, and opportunities that the 2026/27 year brings. Together, you’ll explore how to stay organised, make thoughtful decisions, and use the year ahead to strengthen your overall sense of financial wellbeing. Whether you’re fine-tuning an existing plan or simply taking stock of where you are, this session will give you the clarity and confidence to move forward with purpose.
What you’ll learn:
You’ll learn the essential actions to take in 2026/27 tax year, including how to optimise your tax position, utilise available allowances, and review key areas such as pensions, ISAs, and tax-efficient savings. The session will also cover practical techniques to structure your finances with clarity, such as reviewing spending plans, setting refined goals for the year ahead, and understanding the changes that may influence your overall financial strategy. You’ll leave with a clear, actionable overview of how to position yourself effectively as the 2026/27 tax year begins.
Timings:
11:00 – 11:15 | Keynote with Ian Craigie
11:15 – 11:30 | Moderated Q&A
Who should attend:
This session is ideal for people who are proactively planning their financial plan over 2026/27 tax year, including those who want to optimise their savings, reduce tax pressure, and make well-informed decisions for the year ahead. Whether you're reviewing your financial plan, fine-tuning existing arrangements, this webinar will give you the insight and structure needed to enter the new tax year with confidence.
