We were delighted to host a live webinar for Partners on Thursday 5 June. Toby Allebon, our Divisional Director for Wealth Planning, and Ed Green, one of our Wealth Planning Directors, discussed various ways in which Partners’ retirement and estate planning might be impacted by the changes proposed in the Autumn 2024 Budget. Topics included Pensions, Inheritance Tax, Capital Gains Tax, and Trusts and Gifting, among others. They also addressed potential actions that Partners may wish to consider taking in the shorter and longer term.
Please find a recording of the webinar below. We recommend speaking to a qualified financial adviser regarding your individual situation and how you might be affected by these changes – please do contact us if we can be of assistance.
Important information:
Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.
The tax treatment of all investments depends upon individual circumstances and the levels and basis of taxation may change in the future. Investors should discuss their financial arrangements with their own tax adviser before investing.
The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.
