The start of a new year is the perfect opportunity to review your financial goals; review your existing plans/portfolios and make sure you are using all allowances with tax year end fast approaching.
Join Daniel Healey, Managing Director, Capstone Financial, and Darren Johnson, Investment Specialist, St. James’s Place, for a live 30-minute webinar:
Event Details:
Date: Friday 27th February 2026
Time: 9:30am – 10:00am
Location: Zoom
Register now: Click Here
Key topics include:
- Tax-efficient ways to extract profits
- Building a financial plan using cashflow modelling to achieve retirement and lifestyle goals
- Optimising cash held in your Ltd company
- Protection strategies to safeguard your family and business
- Investment and market insights: lessons from 2025 and what to expect in 2026
Start 2026 with clarity, confidence, and practical strategies to strengthen your financial planning.
Register now: Click Here