Post-Budget webinar: how it’s fundamentally changed your financial planning
Post-Budget webinar with Adrian Kemp and Toby Carpenter
Following one of the most unusual Autumn Budgets in recent memory, many investors and advisers have been left weighing up what the new measures really mean - from subtle tax changes to the wider impact on savings, property and pensions.
In our recent post-Budget webinar, Wealth Planning Directors Toby Carpenter (in the UK) and Adrian Kemp (Crown Dependencies) examined the key announcements and what they mean for clients.
They broke down the government’s direction of travel, the rumours that didn’t materialise and the practical steps clients may want to consider now.
They discussed:
- How the gilt (UK government bonds) market reacted and what this says about the UK’s fiscal position
- Where the tax burden is shifting, including freezes to allowances and higher taxes on savings and property income
- Pensions and ISAs: no sweeping reforms, but important tweaks to be aware of
- Fiscal drag: why more people may find themselves paying higher tax
- International considerations: including changes to State Pension top-ups for expats.
Looking ahead, the message was clear: understanding these changes early and reviewing your structures and withdrawal strategy can help you stay prepared. Whether you’re UK-based or internationally connected, taking advice now can support better long-term planning in the new tax landscape.
Get in touch
If you’d like to talk to us about how the Budget will affect your current position or goals, please get in touch with one of our specialist Wealth Planners, who can help you plan for the future.