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Investor blogs

Join our experts for an exclusive advice webinar.

Written by Ben Maddison on 27th March 2025 Time to read: 1 minute

You are invited to join Jamie Sexton, Chief Client Officer, Luke Johnston Bolton, Head of Premier Advice, and Andrew Bewick, Financial Adviser, for an exclusive Q&A session designed to help you make the most of your opportunities this tax year end.

Within the webinar, you will get the opportunity to ask the experts any questions you have directly through the chat feature.

Key insights we’ll be sharing with you.

  • How to maximise your tax-free allowance.

We’ll discuss the benefits of taking advantage of your tax-free allowances and the ways that you can use yours.

  • Your tax-efficient opportunities.

Our financial advisers will discuss ways that you can protect more of your money from avoidable taxes before the deadline.

  • The Spring Statement’s impact on investments.

With commentary on the Statement’s key changes, we’ll discuss how they will impact your money and investment Portfolios.

These one-hour webinars will be held on Tuesday 1st April at 12:30pm and 6pm. Please secure your space by clicking your preferred time below.

12:30pm on Tuesday 1st April

6:00pm on Tuesday 1st April

It’s important to remember that with investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Tax rules are subject to individual circumstances and can change at any time.

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With investing your capital is at risk. Investments can fluctuate in value, and you could get back less than you invest.

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Brought to you by True Potential Wealth Management.

True Potential Wealth Management offers restricted financial advice. Our service is specifically designed for clients wishing to access their financial affairs online.

With investing your capital is at risk. Investments can fluctuate in value and you could get back less than you invest.

Tax is subject to an individual’s personal circumstances, and tax rules can change at any time.

True Potential Wealth Management LLP is authorised and regulated by the Financial Conduct Authority, FRN 529810. www.fca.org.uk

Registered in England and Wales as a Limited Liability Partnership No. OC356611.

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