Join Aviva experts Dawn Holtham, Simon Martin, and Andrew Yule on 20 January at 10:00am for a live webinar focused on tax year end planning. This session explores the opportunities and challenges advisers and clients face as the tax year draws to a close.

This one hour CPD accredited webinar provides practical insight into how recent 2025 Budget changes may affect tax planning decisions. It focuses on how advisers can help clients use allowances effectively and plan with confidence during periods of uncertainty.

What you will learn

Using allowances and exemptions
Why reviewing tax allowances and exemptions each year is essential. Learn how effective use can improve long term outcomes for clients.

Navigating tax uncertainty
How to support clients through tax and legislative change with clear, confident guidance.

Understanding the 2025 Budget
An overview of what the 2025 Budget means for current and future tax planning, and how changes may affect client strategies.

Planning opportunities for tax year end
Practical approaches to help clients close the tax year effectively and enter the new tax year in a strong position.