Webinar recording – Enterprise series: Year end tax planning – get ahead for 2024/25

In the first Enterprise Series webinar of 2024, the expert panel explained which tax allowances are changing, as well as provided guidance on how to proactively prepare for the new tax year. 

Our panel consisted of David Mitchell, Director and Chartered Financial Planner at Moore Kingston Smith Financial Advisers, and Joseph Adunse, Tax Director. 

They clarified what rates and allowances will be changing at the start of the new tax year, 6 April 2024, and what you can do to mitigate the effects of the change, as well as detailing what married couples as well can do.  

The panel also discuss investments, pensions and ISAs and how these are valuable within financial planning.  

Read our guide for a brief reminder of the key points that should be addressed for the tax year 2023/24. 

2:44 – What rates and allowances are changing from 6 April 2024? 

12:30 – What can married couples or those in civil partnerships do?  

15:11 – What allowances or reliefs might I be able to maximise as an employee for before the end of the tax year? 

17:48 – What types of investment benefit from tax reliefs?  

22:40 – Why are pensions valuable in the financial planning jigsaw? 

34:12 – What other tax efficient planning investments are there?