clarityON
Introducing clarityON, the podcast that illuminates the world of finance. Join us as we delve into the complexities of the market, unravel the mysteries of pensions, and explore all things related to wealth management.
In each episode, our team including chartered financial planners, investment managers and paraplanners will share their expertise and real-world experiences, ensuring you stay ahead of the game in the world of finance.
But clarityON goes beyond numbers and charts; we're passionate about demystifying complex financial concepts and making them accessible to all. We believe that financial literacy is the key to unlocking your true wealth potential.
Subscribe now to clarityON or find out more at www.claritglobal.com and remember, when it comes to wealth management, clarity is key!
Performance Disclaimer:
Past performance is not an indication of future performance. The value of your investments can go down as well as up.
Legal Disclaimer:
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.
clarityON
Tax Year Planning 2026/27: Make the Most of Your Fresh Start
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
A new tax year means a fresh set of allowances, and the earlier you put them to work, the harder they work for you. In this episode of clarityON, Angus Jones (CEO & Chartered Adviser) and Jess Lelew (Paraplanner) walk through the key planning opportunities for 2026/27, from ISAs and Pensions to Capital Gains Tax, Inheritance Tax, and beyond.
What we cover:
- Why acting at the start of the tax year pays off, and how compounding makes timing matter more than most people realise
- ISAs: making the most of your refreshed £20,000 allowance, Junior ISAs, and the Bed & ISA strategy
- Pensions: the extraordinary tax relief available, carry forward, and salary sacrifice
- The hidden tax traps around £60,000, £100,000 and £125,140, and how pension contributions can neutralise them
- Capital Gains Tax: using your annual exemption systematically from day one
- Inheritance Tax: the gifting allowances that reset every April, and the 'normal expenditure out of income' relief most people have never heard of
- VCTs and EIS: tax-efficient options for those who have already maxed the basics
- A practical April action plan to get organised now, not in March
Whether you're reviewing your financial plan for the year or hearing some of these strategies for the first time, this episode is your starting point for a more tax-efficient 2026/27.
Download our Tax Year Planning Guide 2026/27
Get in touch: enquiries@clarityglobal.com
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Performance Disclaimer:
Past performance is not an indication of future performance. The value of your investments can go down as well as up.
Legal Disclaimer:
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.
