Season 1: Episode 41
Duration: 26 minutes
With the Autumn Budget fast approaching, advisers and clients alike are navigating a familiar challenge. How do you separate meaningful planning opportunities from market noise and speculation.
In this episode of the Transact Platform Podcast, Zac Angel, Business Development Manager at Transact, is joined by Mark Fenlon, Head of Technical Services at Transact to discuss the key issues advisers should have on their radar ahead of Budget Day.
Together they explore:
The pension, inheritance tax and capital gains tax changes attracting the most attention.
Why speculation should be treated with caution and how advisers can avoid reactive planning mistakes.
Practical considerations for clients affected by the April 2027 pension inheritance tax changes.
The growing role of trusts, gifting strategies and alternative tax wrappers in financial planning.
What advisers should do before, during and immediately after the Budget announcement.
Mark also shares his thoughts on the increasing use of trusts, gifting strategies, investment bonds and tax-efficient wrappers in long-term financial planning, while highlighting the importance of keeping clients focused on their objectives rather than reacting to rumours or headlines.
Whether you're preparing clients for the Autumn Budget or reviewing plans in light of the upcoming pension changes, this episode provides practical insights and technical considerations to help advisers navigate the lead up to Budget Day with confidence.
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This podcast is provided for advisory professionals only. This podcast is for general information purposes only and does not constitute financial, investment, or legal, regulatory, tax or any other advice. All information is based on our understanding and interpretation of applicable law and regulation, which is subject to change. While we strive to ensure accuracy, we make no guarantees regarding the completeness or reliability of the content. The views of third parties are their own and do not represent the views of Transact. Any references to third parties do not constitute an endorsement, recommendation, or preference by Transact. Please remember that the value of investments can fall as well as rise, and tax treatment depends on individual circumstances and is subject to change.