March Financial Update: Key Insights & Upcoming Changes

This month, we’re bringing you important financial updates to help you stay informed and make the most of your finances. You can watch the Vlog here

🔹 Tax Year-End Reminder – The deadline is fast approaching! If you haven’t used your ISA allowance yet, now is the time to act. Need guidance on ISAs or pensions?

We’re here to help - get in touch to discuss your options.

🔹 Retirement Conference Insights – Aled and I attended a key industry event covering upcoming pension legislation changes set for 2027. Staying ahead of these developments allows us to provide you with the best possible advice. We’ll keep you updated as more details emerge.

🔹 Women Talking Money: Series 3 Coming Soon! – I’ve been busy recording the next series of Women Talking Money, featuring expert guests and insightful discussions.

If you’ve not tuned in yet, please do! You can listen on

Spotify https://open.spotify.com/show/6YCidMXwoX4w8k7DIRFLs4?si=d24d2e6cccf049b6&nd=1&dlsi=5244a3d94a624a9f

Apple Podcasts https://podcasts.apple.com/gb/podcast/women-talking-money/id1726916648

or watch on YouTube here https://www.youtube.com/@Women-Talking-Money

Feel free to reach out if you have any questions about tax planning, pensions, or ISAs. We’re always here to support you in making confident financial decisions.