Sort Your Financial Life Out

If you’re aiming to get to grips with investing this year, then our latest financial lunch and learn session is aimed at you. Claer Barrett, the FT’s consumer editor and author of the award-winning Sort Your Financial Life Out newsletter series, will be joined by financial experts Stuart Kirk and Moira O’Neill for a one hour interactive webinar designed to boost your financial confidence. 

Building on material from the fully-updated course for 2025, Claer and her guests will discuss how investors can make the most of tax-free allowances, and prepare for the changes announced in the Autumn Budget. They will provide a quick jargon-free guide to how different investment products work, including, ETFs, shares and investment trusts, and how they can be used to build a balanced portfolio. With Donald Trump on the cusp of a second White House term, they shall also be discussing the global investment themes that are set to dominate the year ahead – and how more experienced investors and those just getting started could potentially benefit from them. 

Online participants will be able to ask the panel questions (note: not financial advice).

Tax Savings

How can tax-efficient products like ISAs and pensions, help you maximise your returns? 

Autumn Budget

What are the key tax changes from the Autumn Budget, and how might they impact your investment decisions? 

Portfolio Building

How do funds, ETFs, shares and investment trusts differ, and which products are best for building a balanced portfolio? 

Learn how to make smarter money decisions and supercharge your personal finances in this six-part newsletter series with the FT’s Claer Barrett. From saving and investing to property and pay rises, she’ll inspire you to get more confident with your money.

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