clarityON

Navigating the New Tax Year

clarity Season 3 Episode 4

In this episode of clarityON, CEO Angus Jones is joined by Daniel Smith, Chartered Adviser, to help you make sense of the new tax year. Together, they explore what has changed, what is on the horizon, and how to plan ahead with confidence.

Topics include:

  • Key tax year changes to be aware of
  • The latest on pension legislation updates coming in 2027 — and how to start preparing now
  • A look at the ongoing discussion around changes to Cash ISAs
  • How making the right pension contributions can help ensure high earners still qualify for tax-free childcare and free childcare hours

Whether you're reviewing your financial strategy or simply trying to stay ahead of the curve, this episode is packed with practical insight to help you navigate the year ahead with clarity.

Tax Year Planning Guide

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Please note that any opinions, analyses, or reviews provided on the podcast are those of the author alone.

All content reflects our opinion at a given time and can change as time progresses. All information should be taken as opinion and therefore should not be misconstrued for professional or legal financial advice.

clarity makes no representations as to accuracy, completeness, or suitability of any information and will not be liable for any errors, or omissions in this information.

Please contact your financial adviser if you require further support or assistance with any of the topics raised.