FREE Lunchtime Learning – Feel good with your finances pre-tax year end
Wednesday 25th March 2026 12pm
Money doesn’t grow on trees! Oh, we wish it did! But would your troubles be over with ready-made cash on the tree? Yes, you could buy anything you wanted when you wanted too, BUT would it make you happy? We know you would like to find out!
We don’t have the magic trees, however we can support you to create more funds with the money you have.
Only around 9% of UK adults received regulated financial advice last year. Many people make financial and tax decisions each year without realising the long-term impact. As the end of the tax year approaches, this session is designed to highlight the key areas that individuals can still review before 5 April, and the common opportunities that are often missed.
This FREE learning session will cover how income tax bands and allowances work in practice, why ISA allowances are strictly use-it-or-lose-it, and the role of pensions and capital gains planning in reducing unnecessary tax over time. We will also look at how small, informed decisions can compound into meaningful long-term savings when viewed through a financial planning lens. Promoting good mental health with finances. Do you leave your tax return to the last minute or complete it in by May? How do you feel about money? Looking into ways of coping in a positive way when you may not have the extra money this month for that magazine.
The session is educational in nature and does not provide personalised financial advice. Its aim is to improve understanding, reduce avoidable mistakes, and help attendees recognise when professional advice may be appropriate.
Join Tracey and Jack on the feel good factor on making the best of your taxes, ISA allowances, pensions for the coming year and positive mental health with finances.
To book, please email bookings@claritashrandtraining.com or fill in the online form on our website below.
We look forward to seeing you!