Left to right: David Crowter (Carpenter Box) and Roy Thompson (CB Financial Advisers).

Carpenter Box is hosting two breakfast briefings on 5 and 12 March in Horsham and Chichester for individuals and business owners keen to hear how they can best navigate the current tax and investment landscapes. Tax and financial planning experts will share clear, actionable guidance on the key steps to consider as we move into the 2026/27 tax year, including investment, pension and inheritance tax planning opportunities that are available now or shortly after the year end.

Carpenter Box Partner and Head of Private Client Services, David Crowter, commented: “Planning ahead of the tax year end is one of the most effective ways to improve financial outcomes, yet many opportunities are missed without timely advice. This seminar will focus on the current economic climate and practical financial and tax planning actions you can take around the end of the tax year, helping you make informed decisions, protect your wealth and plan with confidence for the year ahead.”

Joining Carpenter Box’s David Crowter, the speaker line-up brings together specialists from CB Financial Advisers and LGT Wealth Management, offering a joined-up perspective across tax, investment and financial planning.

The sessions will provide a concise overview of recent tax announcements, including relevant measures from the upcoming Spring Forecast and the 2025 Autumn Budget, to give context to planning decisions. This will include commentary on the recent announcement to increase the planned inheritance tax threshold for business owners and farmers, with insight into how this may influence longer-term planning.

The events will be held at South Lodge Hotel, Horsham: 8-10am on Thursday 5 March, and Harbour Hotel, Chichester: 8-10am on Thursday 12 March. More information and booking here.