Podcast #97: IFA Talk’s Budget Special | What do advisers need to know? With Dynamic Planner’s Steph Wilcox

In this week’s special edition of our IFA Talk, Sue and Brandon focus on the measures announced in last week’s budget that are of most relevance to advisers and their clients. 

Chancellor Rachel Reeves’ first budget was always going to involve some big decisions. And big was what she delivered – announcing the biggest budget tax rises we’ve seen in the modern era – at a whopping £40bn. Whether it’s employer NICs, IHT, CGT, pensions, the property market, gilts etc. the chancellor has given advisers plenty to think about. 

To put all this in context, we’re really pleased to welcome back as our guest on this week’s pod Steph Wilcox. Steph is head actuary at Dynamic Planner, someone who’s got the knack of keeping things simple. In this week’s conversation, Steph picks out some of the main budget measures announced, on key impacts for your clients and she also tells us why she believes that it might just encourage more people to take professional financial advice

Check out the conversation below…

Listen on Spotify HERE

Listen on Apple Podcasts HERE

Disclaimer

IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.

Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.